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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 | $10,814 | $81,487-86.7% | $102,412-89.4% | $80,935-86.6% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 8.29% | 25.60%-17.3pp | 24.94%-16.6pp | 35.66%-27.4pp |
| Employer contribution / active EE | $193 | $3,103-93.8% | $3,870-95.0% | $2,757-93.0% |
| Participant deferral / active EE | $1,802 | $3,871-53.4% | $5,060-64.4% | $4,299-58.1% |
| Admin fee / account holder | $2,316 | $6,717-65.5% | $8,388-72.4% | $6,924-66.6% |