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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 | $110,137-70.4% | $161,149-79.8% | $82,637-60.5% |
| Participation rate | 42.4% | 72.4%-29.9pp | 78.8%-36.4pp | 68.1%-25.6pp |
| Annual return | 9.22% | 20.69%-11.5pp | 21.16%-11.9pp | 53.51%-44.3pp |
| Employer contribution / active EE | $515 | $2,856-82.0% | $4,360-88.2% | $2,552-79.8% |
| Participant deferral / active EE | $3,921 | $4,575-14.3% | $6,153-36.3% | $4,126-5.0% |
| Admin fee / account holder | $17,037 | $9,467+80.0% | $15,194+12.1% | $7,339+132.1% |