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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 | $9,588 | $59,839-84.0% | $81,991-88.3% | $79,852-88.0% |
| Participation rate | 66.0% | 61.6%+4.3pp | 69.3%-3.3pp | 69.6%-3.7pp |
| Annual return | 4.15% | 17.56%-13.4pp | 41.31%-37.2pp | 31.72%-27.6pp |
| Employer contribution / active EE | $264 | $1,713-84.6% | $2,498-89.4% | $2,471-89.3% |
| Participant deferral / active EE | $1,512 | $2,695-43.9% | $3,722-59.4% | $3,740-59.6% |
| Admin fee / account holder | $561 | $4,287-86.9% | $5,665-90.1% | $5,306-89.4% |