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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 | $24,550 | $87,106-71.8% | $105,607-76.8% | $80,935-69.7% |
| Participation rate | 68.0% | 70.4%-2.4pp | 75.3%-7.3pp | 67.7%+0.3pp |
| Annual return | 6.37% | 17.01%-10.6pp | 116.11%-109.7pp | 35.66%-29.3pp |
| Employer contribution / active EE | $583 | $2,396-75.7% | $3,167-81.6% | $2,757-78.8% |
| Participant deferral / active EE | $2,208 | $3,986-44.6% | $5,011-55.9% | $4,299-48.6% |
| Admin fee / account holder | $3,989 | $8,447-52.8% | $10,958-63.6% | $6,924-42.4% |