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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 | $30,264 | $105,284-71.3% | $150,734-79.9% | $94,015-67.8% |
| Participation rate | 38.8% | 71.7%-32.9pp | 78.4%-39.6pp | 70.8%-32.0pp |
| Annual return | -0.56% | 15.67%-16.2pp | 600.81%-601.4pp | 17.84%-18.4pp |
| Employer contribution / active EE | $713 | $3,599-80.2% | $4,918-85.5% | $2,790-74.4% |
| Participant deferral / active EE | $2,330 | $4,274-45.5% | $5,610-58.5% | $4,249-45.2% |
| Admin fee / account holder | $3,029 | $9,839-69.2% | $14,905-79.7% | $8,951-66.2% |