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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 | $23,334 | $70,917-67.1% | $98,920-76.4% | $73,497-68.3% |
| Participation rate | 59.0% | 73.8%-14.8pp | 76.0%-17.0pp | 70.7%-11.6pp |
| Annual return | 8.35% | 34.18%-25.8pp | 196.47%-188.1pp | 28.51%-20.2pp |
| Employer contribution / active EE | $141 | $2,037-93.1% | $2,689-94.8% | $2,270-93.8% |
| Participant deferral / active EE | $2,447 | $3,501-30.1% | $4,245-42.4% | $3,740-34.6% |
| Admin fee / account holder | $2,536 | $535+374.2% | $6,643-61.8% | $513+394.3% |