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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 | $8,832 | $43,075-79.5% | $74,577-88.2% | $62,881-86.0% |
| Participation rate | 16.1% | 58.1%-42.0pp | 68.1%-52.0pp | 69.3%-53.2pp |
| Annual return | 2.41% | 17.50%-15.1pp | 20.47%-18.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $149 | $1,498-90.1% | $2,525-94.1% | $2,281-93.5% |
| Participant deferral / active EE | $805 | $2,389-66.3% | $3,458-76.7% | $3,203-74.9% |
| Admin fee / account holder | $1,241 | $2,840-56.3% | $4,138-70.0% | $4,296-71.1% |