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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 | $12,352 | $63,845-80.7% | $81,370-84.8% | $80,959-84.7% |
| Participation rate | 29.1% | 63.9%-34.8pp | 69.5%-40.4pp | 67.7%-38.6pp |
| Annual return | 6.75% | 16.37%-9.6pp | 24.85%-18.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $368 | $1,980-81.4% | $2,464-85.1% | $2,757-86.7% |
| Participant deferral / active EE | $1,706 | $3,093-44.8% | $3,885-56.1% | $4,300-60.3% |
| Admin fee / account holder | $1,194 | $5,688-79.0% | $5,749-79.2% | $6,925-82.8% |