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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 | $10,915 | $65,395-83.3% | $182,531-94.0% | $72,983-85.0% |
| Participation rate | 62.2% | 65.4%-3.3pp | 78.0%-15.8pp | 69.5%-7.3pp |
| Annual return | 12.08% | 27.68%-15.6pp | 148.57%-136.5pp | 81.01%-68.9pp |
| Employer contribution / active EE | $302 | $1,911-84.2% | $4,075-92.6% | $2,440-87.6% |
| Participant deferral / active EE | $1,400 | $3,563-60.7% | $5,525-74.7% | $3,608-61.2% |
| Admin fee / account holder | $14,986 | $4,245+253.1% | $8,593+74.4% | $5,124+192.5% |