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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 | $15,871 | $52,507-69.8% | $129,406-87.7% | $74,478-78.7% |
| Participation rate | 21.5% | 53.9%-32.4pp | 69.6%-48.2pp | 67.2%-45.7pp |
| Annual return | 11.32% | 15.64%-4.3pp | 9468.18%-9456.9pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $283 | $1,534-81.6% | $4,155-93.2% | $2,626-89.2% |
| Participant deferral / active EE | $1,109 | $2,801-60.4% | $4,167-73.4% | $4,350-74.5% |
| Admin fee / account holder | $468 | $2,639-82.2% | $7,689-93.9% | $1,946-75.9% |