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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 | $31,334 | $94,529-66.9% | $140,019-77.6% | $64,181-51.2% |
| Participation rate | 61.5% | 84.1%-22.5pp | 87.5%-26.0pp | 69.6%-8.0pp |
| Annual return | -7.56% | 7.77%-15.3pp | 651.15%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $759 | $3,812-80.1% | $5,605-86.5% | $2,381-68.1% |
| Participant deferral / active EE | $3,027 | $5,250-42.3% | $6,927-56.3% | $3,470-12.8% |
| Admin fee / account holder | $1,668 | $6,741-75.3% | $10,705-84.4% | $4,887-65.9% |