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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 | $10,251 | $80,763-87.3% | $102,412-90.0% | $74,459-86.2% |
| Participation rate | 35.5% | 65.7%-30.2pp | 74.5%-39.0pp | 67.2%-31.7pp |
| Annual return | 9.44% | 27.57%-18.1pp | 24.94%-15.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $524 | $3,160-83.4% | $3,870-86.5% | $2,626-80.0% |
| Participant deferral / active EE | $1,780 | $3,862-53.9% | $5,060-64.8% | $4,350-59.1% |
| Admin fee / account holder | $1,343 | $2,371-43.4% | $8,388-84.0% | $1,945-30.9% |