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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 | $115,931-67.8% | $185,441-79.8% | $86,983-57.0% |
| Participation rate | 34.7% | 73.6%-38.9pp | 80.3%-45.6pp | 69.5%-34.8pp |
| Annual return | 7.48% | 21.47%-14.0pp | 20.16%-12.7pp | 25.83%-18.3pp |
| Employer contribution / active EE | $616 | $2,937-79.0% | $4,672-86.8% | $2,584-76.2% |
| Participant deferral / active EE | $2,259 | $4,551-50.4% | $6,152-63.3% | $4,194-46.1% |
| Admin fee / account holder | $3,187 | $10,687-70.2% | $17,890-82.2% | $7,856-59.4% |