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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 | $32,567 | $146,267-77.7% | $197,124-83.5% | $82,448-60.5% |
| Participation rate | 37.1% | 84.0%-46.9pp | 86.7%-49.6pp | 68.1%-31.0pp |
| Annual return | 12.14% | 29.61%-17.5pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $318 | $4,723-93.3% | $6,227-94.9% | $2,551-87.5% |
| Participant deferral / active EE | $3,732 | $7,035-46.9% | $9,135-59.1% | $4,139-9.8% |
| Admin fee / account holder | $8,821 | $14,422-38.8% | $16,298-45.9% | $7,234+21.9% |