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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 | $20,659 | $75,963-72.8% | $97,995-78.9% | $70,131-70.5% |
| Participation rate | 55.8% | 77.0%-21.2pp | 82.4%-26.6pp | 69.5%-13.8pp |
| Annual return | 11.66% | 19.26%-7.6pp | 23.94%-12.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $351 | $3,278-89.3% | $4,158-91.6% | $2,342-85.0% |
| Participant deferral / active EE | $1,712 | $4,053-57.8% | $5,097-66.4% | $3,332-48.6% |
| Admin fee / account holder | $1,484 | $5,407-72.6% | $5,943-75.0% | $4,645-68.1% |