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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,479 | $153,769-88.0% | $133,975-86.2% | $273,972-93.3% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 2.85% | 36.51%-33.7pp | 29.29%-26.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $827 | $6,029-86.3% | $5,211-84.1% | $4,869-83.0% |
| Participant deferral / active EE | $3,167 | $6,958-54.5% | $6,282-49.6% | $5,287-40.1% |
| Admin fee / account holder | $1,213 | $11,765-89.7% | $9,324-87.0% | $10,133-88.0% |