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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 | $21,492 | $91,559-76.5% | $133,978-84.0% | $79,856-73.1% |
| Participation rate | 63.1% | 73.3%-10.2pp | 79.8%-16.7pp | 69.6%-6.5pp |
| Annual return | 6.98% | 61.85%-54.9pp | 45.10%-38.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $350 | $2,384-85.3% | $3,919-91.1% | $2,471-85.8% |
| Participant deferral / active EE | $2,636 | $3,734-29.4% | $5,047-47.8% | $3,741-29.5% |
| Admin fee / account holder | $3,050 | $6,321-51.8% | $8,930-65.8% | $5,306-42.5% |