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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 | $14,132 | $62,672-77.5% | $185,117-92.4% | $70,126-79.8% |
| Participation rate | 68.4% | 63.8%+4.6pp | 77.3%-8.8pp | 69.5%-1.1pp |
| Annual return | 6.84% | 40.79%-33.9pp | 40.50%-33.7pp | 73.15%-66.3pp |
| Employer contribution / active EE | $203 | $1,753-88.4% | $4,182-95.2% | $2,343-91.3% |
| Participant deferral / active EE | $2,026 | $3,272-38.1% | $5,045-59.8% | $3,332-39.2% |
| Admin fee / account holder | $689 | $3,932-82.5% | $8,159-91.6% | $4,645-85.2% |