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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 | $17,107 | $71,197-76.0% | $93,669-81.7% | $80,925-78.9% |
| Participation rate | 19.3% | 60.4%-41.1pp | 68.7%-49.4pp | 67.7%-48.4pp |
| Annual return | 9.96% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.7pp |
| Employer contribution / active EE | $300 | $1,565-80.8% | $2,424-87.6% | $2,756-89.1% |
| Participant deferral / active EE | $1,269 | $4,036-68.5% | $4,416-71.3% | $4,299-70.5% |
| Admin fee / account holder | $4,039 | $6,959-42.0% | $8,291-51.3% | $6,940-41.8% |