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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 | $8,464 | $81,331-89.6% | $155,534-94.6% | $80,935-89.5% |
| Participation rate | 52.0% | 66.3%-14.3pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 10.35% | 33.37%-23.0pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $242 | $3,105-92.2% | $4,675-94.8% | $2,757-91.2% |
| Participant deferral / active EE | $1,268 | $3,454-63.3% | $5,630-77.5% | $4,299-70.5% |
| Admin fee / account holder | $381 | $7,999-95.2% | $15,900-97.6% | $6,924-94.5% |