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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 | $28,997 | $70,667-59.0% | $123,105-76.4% | $52,331-44.6% |
| Participation rate | 46.2% | 83.7%-37.5pp | 86.8%-40.6pp | 68.1%-21.9pp |
| Annual return | -1.80% | 6.23%-8.0pp | 13.22%-15.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $817 | $2,946-72.3% | $5,151-84.1% | $1,882-56.6% |
| Participant deferral / active EE | $3,039 | $4,493-32.4% | $6,229-51.2% | $3,022+0.6% |
| Admin fee / account holder | $600 | $506+18.5% | $9,014-93.3% | $592+1.5% |