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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 | $19,835 | $78,707-74.8% | $117,861-83.2% | $70,126-71.7% |
| Participation rate | 54.8% | 73.2%-18.4pp | 79.7%-24.8pp | 69.5%-14.7pp |
| Annual return | 9.77% | 23.30%-13.5pp | 335.11%-325.3pp | 73.15%-63.4pp |
| Employer contribution / active EE | $455 | $2,223-79.5% | $3,786-88.0% | $2,343-80.6% |
| Participant deferral / active EE | $1,864 | $3,297-43.5% | $4,482-58.4% | $3,332-44.0% |
| Admin fee / account holder | $4,584 | $5,066-9.5% | $8,021-42.8% | $4,645-1.3% |