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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 | $10,793 | $73,988-85.4% | $96,538-88.8% | $75,177-85.6% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 12.57% | 26.73%-14.2pp | 35.74%-23.2pp | 160.75%-148.2pp |
| Employer contribution / active EE | $249 | $2,930-91.5% | $3,740-93.4% | $2,671-90.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,260 | $5,220-18.4% | $6,737-36.8% | $5,651-24.6% |