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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 | $21,330 | $76,834-72.2% | $108,359-80.3% | $87,485-75.6% |
| Participation rate | 65.8% | 61.7%+4.1pp | 70.1%-4.3pp | 68.9%-3.1pp |
| Annual return | 10.68% | 19.09%-8.4pp | 36.89%-26.2pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,423 | $3,100+42.7% | $4,137+6.9% | $4,274+3.5% |
| Admin fee / account holder | $2,299 | $6,537-64.8% | $9,741-76.4% | $7,775-70.4% |