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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 | $16,735 | $117,846-85.8% | $102,434-83.7% | $145,884-88.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 4.36% | 31.90%-27.5pp | 29.46%-25.1pp | 551.85%-547.5pp |
| Employer contribution / active EE | $798 | $3,615-77.9% | $3,023-73.6% | $4,662-82.9% |
| Participant deferral / active EE | $2,906 | $5,733-49.3% | $5,055-42.5% | $6,690-56.6% |
| Admin fee / account holder | $1,762 | $13,356-86.8% | $9,462-81.4% | $13,392-86.8% |