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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 | $21,183 | $49,138-56.9% | $84,021-74.8% | $65,185-67.5% |
| Participation rate | 35.2% | 60.7%-25.6pp | 69.0%-33.8pp | 70.2%-35.0pp |
| Annual return | 17.51% | 23.00%-5.5pp | 71.32%-53.8pp | 29.38%-11.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,437 | $2,397-40.0% | $3,239-55.6% | $3,514-59.1% |
| Admin fee / account holder | $4,077 | $543+650.3% | $6,102-33.2% | $847+381.2% |