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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 | $24,463 | $181,896-86.6% | $156,551-84.4% | $273,972-91.1% |
| Participation rate | 52.2% | 88.4%-36.2pp | 84.0%-31.8pp | 83.0%-30.8pp |
| Annual return | 2.65% | 30.74%-28.1pp | 32.23%-29.6pp | 41.46%-38.8pp |
| Employer contribution / active EE | $348 | $6,248-94.4% | $5,501-93.7% | $4,869-92.8% |
| Participant deferral / active EE | $1,942 | $5,550-65.0% | $4,871-60.1% | $5,287-63.3% |
| Admin fee / account holder | $851 | $15,560-94.5% | $13,028-93.5% | $10,133-91.6% |