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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 | $29,443 | $86,949-66.1% | $102,460-71.3% | $80,959-63.6% |
| Participation rate | 47.0% | 72.4%-25.4pp | 76.5%-29.5pp | 67.7%-20.7pp |
| Annual return | 7.97% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $517 | $2,370-78.2% | $3,025-82.9% | $2,757-81.2% |
| Participant deferral / active EE | $1,972 | $4,121-52.2% | $5,056-61.0% | $4,300-54.2% |
| Admin fee / account holder | $15,856 | $8,048+97.0% | $9,460+67.6% | $6,925+129.0% |