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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 | $32,632 | $108,825-70.0% | $156,181-79.1% | $82,448-60.4% |
| Participation rate | 42.4% | 72.4%-29.9pp | 78.8%-36.4pp | 68.1%-25.6pp |
| Annual return | 9.22% | 20.59%-11.4pp | 64.87%-55.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $515 | $2,870-82.0% | $4,294-88.0% | $2,551-79.8% |
| Participant deferral / active EE | $3,921 | $4,577-14.3% | $6,132-36.1% | $4,139-5.3% |
| Admin fee / account holder | $17,037 | $9,341+82.4% | $14,586+16.8% | $7,234+135.5% |