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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 | $21,761 | $67,602-67.8% | $82,312-73.6% | $70,126-69.0% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 11.37% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $319 | $1,755-81.8% | $2,428-86.9% | $2,343-86.4% |
| Participant deferral / active EE | $1,559 | $2,987-47.8% | $3,706-57.9% | $3,332-53.2% |
| Admin fee / account holder | $799 | $4,512-82.3% | $5,608-85.8% | $4,645-82.8% |