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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 | $16,302 | $63,904-74.5% | $89,340-81.8% | $67,986-76.0% |
| Participation rate | 29.6% | 54.3%-24.8pp | 69.6%-40.0pp | 57.2%-27.6pp |
| Annual return | 9.77% | 18.09%-8.3pp | 20.57%-10.8pp | 31.67%-21.9pp |
| Employer contribution / active EE | $123 | $1,627-92.5% | $2,231-94.5% | $2,019-93.9% |
| Participant deferral / active EE | $1,051 | $2,691-61.0% | $3,823-72.5% | $3,358-68.7% |
| Admin fee / account holder | $3,767 | $3,315+13.7% | $6,704-43.8% | $3,203+17.6% |