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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 | $12,274 | $102,828-88.1% | $105,387-88.4% | $152,897-92.0% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.6%-29.6pp | 82.5%-29.5pp |
| Annual return | 7.08% | 20.85%-13.8pp | 26.82%-19.7pp | 345.43%-338.3pp |
| Employer contribution / active EE | $522 | $4,473-88.3% | $4,213-87.6% | $4,764-89.0% |
| Participant deferral / active EE | $2,243 | $5,465-59.0% | $5,502-59.2% | $5,851-61.7% |
| Admin fee / account holder | $5,438 | $8,683-37.4% | $6,559-17.1% | $11,599-53.1% |