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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 | $27,277 | $83,485-67.3% | $125,195-78.2% | $72,976-62.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 2.05% | 25.77%-23.7pp | 43.79%-41.7pp | 81.02%-79.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,630 | $3,586-54.5% | $4,937-67.0% | $3,608-54.8% |
| Admin fee / account holder | $11,791 | $5,518+113.7% | $9,704+21.5% | $5,124+130.1% |