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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 | $27,835 | $86,938-68.0% | $102,423-72.8% | $80,925-65.6% |
| Participation rate | 19.4% | 72.4%-53.0pp | 76.5%-57.1pp | 67.7%-48.3pp |
| Annual return | 10.17% | 18.89%-8.7pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,366 | $4,120-18.3% | $5,054-33.4% | $4,299-21.7% |
| Admin fee / account holder | $16,569 | $8,053+105.8% | $9,455+75.3% | $6,940+138.7% |