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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 | $35,308 | $84,712-58.3% | $101,347-65.2% | $84,712-58.3% |
| Participation rate | 59.3% | 58.1%+1.2pp | 71.9%-12.6pp | 58.1%+1.2pp |
| Annual return | 8.13% | 15.22%-7.1pp | -44.15%+52.3pp | 15.22%-7.1pp |
| Employer contribution / active EE | $203 | $2,451-91.7% | $1,685-88.0% | $2,451-91.7% |
| Participant deferral / active EE | $1,260 | $3,010-58.1% | $2,328-45.9% | $3,010-58.1% |
| Admin fee / account holder | $8,023 | $7,361+9.0% | $3,532+127.1% | $7,361+9.0% |