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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 | $10,159 | $101,950-90.0% | $125,529-91.9% | $86,983-88.3% |
| Participation rate | 52.0% | 70.2%-18.2pp | 74.7%-22.7pp | 69.5%-17.5pp |
| Annual return | 9.98% | 18.29%-8.3pp | 202.56%-192.6pp | 25.83%-15.9pp |
| Employer contribution / active EE | $612 | $2,358-74.0% | $3,058-80.0% | $2,584-76.3% |
| Participant deferral / active EE | $2,744 | $3,862-29.0% | $4,813-43.0% | $4,194-34.6% |
| Admin fee / account holder | $2,044 | $12,791-84.0% | $16,298-87.5% | $7,856-74.0% |