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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 | $26,236 | $86,938-69.8% | $102,423-74.4% | $80,925-67.6% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.7%-4.2pp |
| Annual return | 7.50% | 18.89%-11.4pp | 29.42%-21.9pp | 35.65%-28.1pp |
| Employer contribution / active EE | $454 | $2,369-80.8% | $3,023-85.0% | $2,756-83.5% |
| Participant deferral / active EE | $2,720 | $4,120-34.0% | $5,054-46.2% | $4,299-36.7% |
| Admin fee / account holder | $10,410 | $8,053+29.3% | $9,455+10.1% | $6,940+50.0% |