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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 | $15,835 | $72,269-78.1% | $101,271-84.4% | $79,852-80.2% |
| Participation rate | 60.6% | 68.5%-7.9pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 10.16% | 22.29%-12.1pp | 46.48%-36.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $515 | $2,692-80.9% | $3,660-85.9% | $2,471-79.2% |
| Participant deferral / active EE | $2,916 | $3,282-11.2% | $4,371-33.3% | $3,740-22.0% |
| Admin fee / account holder | $1,172 | $4,401-73.4% | $5,948-80.3% | $5,306-77.9% |