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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 | $29,106 | $101,752-71.4% | $164,928-82.4% | $80,911-64.0% |
| Participation rate | 59.6% | 71.8%-12.2pp | 78.6%-19.0pp | 67.6%-8.0pp |
| Annual return | 10.30% | 16.73%-6.4pp | 70.08%-59.8pp | 35.63%-25.3pp |
| Employer contribution / active EE | $400 | $2,953-86.4% | $4,343-90.8% | $2,756-85.5% |
| Participant deferral / active EE | $2,083 | $4,477-53.5% | $6,034-65.5% | $4,297-51.5% |
| Admin fee / account holder | $6,561 | $8,218-20.2% | $12,684-48.3% | $6,935-5.4% |