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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 | $13,567 | $81,476-83.3% | $102,383-86.7% | $80,925-83.2% |
| Participation rate | 29.0% | 66.8%-37.8pp | 74.5%-45.5pp | 67.7%-38.6pp |
| Annual return | 5.14% | 25.59%-20.4pp | 24.94%-19.8pp | 35.65%-30.5pp |
| Employer contribution / active EE | $754 | $3,105-75.7% | $3,870-80.5% | $2,756-72.6% |
| Participant deferral / active EE | $2,044 | $3,871-47.2% | $5,060-59.6% | $4,299-52.4% |
| Admin fee / account holder | $433 | $6,717-93.6% | $8,391-94.8% | $6,940-93.8% |