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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 | $32,614 | $123,793-73.7% | $177,848-81.7% | $79,856-59.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 87.7%-37.7pp | 69.6%-19.6pp |
| Annual return | 4.05% | 22.82%-18.8pp | 48.33%-44.3pp | 31.71%-27.7pp |
| Employer contribution / active EE | $733 | $4,095-82.1% | $5,919-87.6% | $2,471-70.3% |
| Participant deferral / active EE | $6,053 | $5,956+1.6% | $7,714-21.5% | $3,741+61.8% |
| Admin fee / account holder | $44,107 | $7,243+509.0% | $12,431+254.8% | $5,306+731.2% |