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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 | $21,343 | $56,047-61.9% | $98,716-78.4% | $79,634-73.2% |
| Participation rate | 19.6% | 54.6%-35.1pp | 69.3%-49.7pp | 62.5%-42.9pp |
| Annual return | 9.09% | 17.58%-8.5pp | 31.81%-22.7pp | 36.46%-27.4pp |
| Employer contribution / active EE | $78 | $1,237-93.7% | $2,279-96.6% | $2,529-96.9% |
| Participant deferral / active EE | $1,061 | $2,469-57.0% | $4,048-73.8% | $3,835-72.3% |
| Admin fee / account holder | $4,493 | $1,512+197.1% | $8,703-48.4% | $1,002+348.4% |