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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 | $12,380 | $106,524-88.4% | $152,301-91.9% | $87,485-85.8% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.4%-51.9pp | 68.9%-38.4pp |
| Annual return | 11.09% | 26.89%-15.8pp | 80.50%-69.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $66 | $3,371-98.0% | $4,624-98.6% | $2,596-97.5% |
| Participant deferral / active EE | $2,583 | $6,525-60.4% | $8,004-67.7% | $4,274-39.6% |
| Admin fee / account holder | $10,862 | $8,287+31.1% | $14,398-24.6% | $7,775+39.7% |