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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 | $14,154 | $41,377-65.8% | $109,313-87.1% | $62,881-77.5% |
| Participation rate | 44.9% | 57.5%-12.6pp | 71.3%-26.3pp | 69.3%-24.4pp |
| Annual return | 2.38% | 11.05%-8.7pp | 22.07%-19.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $181 | $1,276-85.8% | $3,892-95.3% | $2,281-92.0% |
| Participant deferral / active EE | $1,390 | $2,045-32.0% | $3,166-56.1% | $3,203-56.6% |
| Admin fee / account holder | $1,656 | $2,884-42.6% | $5,666-70.8% | $4,296-61.5% |