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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 | $24,408 | $201,344-87.9% | $184,243-86.8% | $145,877-83.3% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 8.03% | 29.01%-21.0pp | 28.82%-20.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $498 | $7,022-92.9% | $6,427-92.3% | $4,663-89.3% |
| Participant deferral / active EE | $4,779 | $9,807-51.3% | $9,132-47.7% | $6,691-28.6% |
| Admin fee / account holder | $30,900 | $16,382+88.6% | $13,914+122.1% | $13,402+130.6% |