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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 | $18,918 | $88,672-78.7% | $105,223-82.0% | $82,448-77.1% |
| Participation rate | 60.7% | 67.9%-7.2pp | 75.0%-14.3pp | 68.1%-7.4pp |
| Annual return | 2.85% | 30.86%-28.0pp | 180.65%-177.8pp | 41.64%-38.8pp |
| Employer contribution / active EE | $396 | $3,048-87.0% | $3,689-89.3% | $2,551-84.5% |
| Participant deferral / active EE | $2,581 | $4,036-36.1% | $5,072-49.1% | $4,139-37.7% |
| Admin fee / account holder | $2,521 | $7,146-64.7% | $8,859-71.5% | $7,234-65.2% |