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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 | $11,607 | $85,169-86.4% | $172,755-93.3% | $72,983-84.1% |
| Participation rate | 65.6% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-3.9pp |
| Annual return | 6.57% | 27.32%-20.8pp | 802.94%-796.4pp | 81.01%-74.4pp |
| Employer contribution / active EE | $210 | $3,324-93.7% | $5,144-95.9% | $2,440-91.4% |
| Participant deferral / active EE | $2,095 | $3,260-35.7% | $5,198-59.7% | $3,608-41.9% |
| Admin fee / account holder | $319 | $5,880-94.6% | $13,955-97.7% | $5,124-93.8% |