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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 | $115,931-71.9% | $185,441-82.4% | $86,983-62.5% |
| Participation rate | 42.4% | 73.6%-31.2pp | 80.3%-37.8pp | 69.5%-27.1pp |
| Annual return | 9.22% | 21.47%-12.2pp | 20.16%-10.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $515 | $2,937-82.5% | $4,672-89.0% | $2,584-80.1% |
| Participant deferral / active EE | $3,921 | $4,551-13.8% | $6,152-36.3% | $4,194-6.5% |
| Admin fee / account holder | $17,037 | $10,687+59.4% | $17,890-4.8% | $7,856+116.9% |