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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 | $37,370 | $123,478-69.7% | $216,567-82.7% | $94,015-60.3% |
| Participation rate | 34.7% | 75.1%-40.4pp | 81.6%-46.9pp | 70.8%-36.1pp |
| Annual return | 7.48% | 23.61%-16.1pp | 12.94%-5.5pp | 17.84%-10.4pp |
| Employer contribution / active EE | $616 | $3,136-80.4% | $5,216-88.2% | $2,790-77.9% |
| Participant deferral / active EE | $2,259 | $4,556-50.4% | $6,191-63.5% | $4,249-46.9% |
| Admin fee / account holder | $3,187 | $12,753-75.0% | $21,981-85.5% | $8,951-64.4% |