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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 | $11,313 | $84,236-86.6% | $170,435-93.4% | $70,126-83.9% |
| Participation rate | 12.2% | 70.8%-58.6pp | 83.6%-71.4pp | 69.5%-57.3pp |
| Annual return | 10.85% | 23.06%-12.2pp | 205.94%-195.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $170 | $3,387-95.0% | $5,432-96.9% | $2,343-92.7% |
| Participant deferral / active EE | $904 | $3,086-70.7% | $4,939-81.7% | $3,332-72.9% |
| Admin fee / account holder | $933 | $5,698-83.6% | $13,881-93.3% | $4,645-79.9% |