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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 | $9,262 | $54,541-83.0% | $78,778-88.2% | $70,126-86.8% |
| Participation rate | 45.9% | 60.8%-14.9pp | 69.2%-23.2pp | 69.5%-23.6pp |
| Annual return | 9.73% | 21.07%-11.3pp | 35.62%-25.9pp | 73.15%-63.4pp |
| Employer contribution / active EE | $190 | $1,089-82.5% | $1,986-90.4% | $2,343-91.9% |
| Participant deferral / active EE | $992 | $2,210-55.1% | $2,958-66.5% | $3,332-70.2% |
| Admin fee / account holder | $484 | $3,709-86.9% | $5,134-90.6% | $4,645-89.6% |