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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 | $64,734-74.8% | $90,796-82.0% | $64,097-74.6% |
| Participation rate | 29.6% | 53.2%-23.6pp | 69.5%-39.9pp | 55.2%-25.6pp |
| Annual return | 9.77% | 17.77%-8.0pp | 19.29%-9.5pp | 34.64%-24.9pp |
| Employer contribution / active EE | $123 | $1,703-92.8% | $2,294-94.6% | $1,891-93.5% |
| Participant deferral / active EE | $1,051 | $2,629-60.0% | $3,822-72.5% | $3,080-65.9% |
| Admin fee / account holder | $3,767 | $3,474+8.4% | $7,024-46.4% | $3,454+9.1% |