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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 | $27,232 | $81,403-66.5% | $147,027-81.5% | $87,485-68.9% |
| Participation rate | 11.8% | 63.4%-51.7pp | 73.7%-62.0pp | 68.9%-57.2pp |
| Annual return | 9.27% | 16.51%-7.2pp | 20.23%-11.0pp | 26.06%-16.8pp |
| Employer contribution / active EE | $305 | $2,205-86.2% | $3,626-91.6% | $2,596-88.3% |
| Participant deferral / active EE | $1,497 | $3,315-54.8% | $4,933-69.6% | $4,274-65.0% |
| Admin fee / account holder | $24,023 | $6,755+255.6% | $12,223+96.5% | $7,775+209.0% |