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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 | $17,365 | $86,949-80.0% | $102,460-83.1% | $80,959-78.6% |
| Participation rate | 57.5% | 72.4%-14.9pp | 76.5%-19.0pp | 67.7%-10.2pp |
| Annual return | 5.93% | 18.89%-13.0pp | 29.47%-23.5pp | 35.67%-29.7pp |
| Employer contribution / active EE | $333 | $2,370-86.0% | $3,025-89.0% | $2,757-87.9% |
| Participant deferral / active EE | $2,188 | $4,121-46.9% | $5,056-56.7% | $4,300-49.1% |
| Admin fee / account holder | $5,436 | $8,048-32.4% | $9,460-42.5% | $6,925-21.5% |