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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 | $26,748 | $86,949-69.2% | $102,460-73.9% | $80,959-67.0% |
| Participation rate | 46.9% | 72.4%-25.5pp | 76.5%-29.6pp | 67.7%-20.8pp |
| Annual return | 9.76% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,495 | $4,121-39.5% | $5,056-50.7% | $4,300-42.0% |
| Admin fee / account holder | $2,831 | $8,048-64.8% | $9,460-70.1% | $6,925-59.1% |