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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 | $18,448 | $73,988-75.1% | $96,538-80.9% | $75,177-75.5% |
| Participation rate | 64.4% | 66.4%-2.0pp | 74.3%-9.9pp | 67.2%-2.8pp |
| Annual return | 13.01% | 26.73%-13.7pp | 35.74%-22.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $387 | $2,930-86.8% | $3,740-89.7% | $2,671-85.5% |
| Participant deferral / active EE | $2,483 | $3,660-32.2% | $4,880-49.1% | $4,126-39.8% |
| Admin fee / account holder | $562 | $5,220-89.2% | $6,737-91.7% | $5,651-90.1% |