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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 | $14,904 | $46,877-68.2% | $122,342-87.8% | $70,131-78.7% |
| Participation rate | 36.7% | 58.2%-21.5pp | 71.6%-35.0pp | 69.5%-32.9pp |
| Annual return | 10.54% | 24.22%-13.7pp | 30.28%-19.7pp | 73.14%-62.6pp |
| Employer contribution / active EE | $183 | $1,288-85.8% | $4,051-95.5% | $2,342-92.2% |
| Participant deferral / active EE | $1,778 | $2,167-17.9% | $3,287-45.9% | $3,332-46.6% |
| Admin fee / account holder | $21,256 | $3,324+539.5% | $5,478+288.0% | $4,645+357.6% |