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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 | $16,341 | $63,861-74.4% | $104,639-84.4% | $79,856-79.5% |
| Participation rate | 36.8% | 64.9%-28.1pp | 74.1%-37.2pp | 69.6%-32.8pp |
| Annual return | 5.96% | 21.30%-15.3pp | 340.67%-334.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $175 | $1,588-89.0% | $2,682-93.5% | $2,471-92.9% |
| Participant deferral / active EE | $2,926 | $2,693+8.6% | $3,738-21.7% | $3,741-21.8% |
| Admin fee / account holder | $1,682 | $4,185-59.8% | $6,465-74.0% | $5,306-68.3% |