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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 | $32,619 | $138,386-76.4% | $184,260-82.3% | $80,935-59.7% |
| Participation rate | 40.8% | 83.9%-43.1pp | 86.8%-46.0pp | 67.7%-26.8pp |
| Annual return | 10.17% | 20.02%-9.9pp | 28.84%-18.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,471 | $4,851-69.7% | $6,427-77.1% | $2,757-46.6% |
| Participant deferral / active EE | $3,427 | $7,076-51.6% | $9,133-62.5% | $4,299-20.3% |
| Admin fee / account holder | $1,143 | $10,489-89.1% | $13,898-91.8% | $6,924-83.5% |