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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 | $32,299 | $87,834-63.2% | $133,975-75.9% | $62,881-48.6% |
| Participation rate | 58.6% | 83.4%-24.8pp | 87.1%-28.4pp | 69.3%-10.7pp |
| Annual return | 5.41% | 12.05%-6.6pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $523 | $3,482-85.0% | $5,211-90.0% | $2,281-77.1% |
| Participant deferral / active EE | $2,474 | $4,812-48.6% | $6,282-60.6% | $3,203-22.8% |
| Admin fee / account holder | $873 | $5,372-83.7% | $9,324-90.6% | $4,296-79.7% |