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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 | $19,682 | $106,749-81.6% | $145,433-86.5% | $82,448-76.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 13.89% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $542 | $3,444-84.3% | $4,554-88.1% | $2,551-78.8% |
| Participant deferral / active EE | $6,327 | $6,519-2.9% | $7,897-19.9% | $4,139+52.9% |
| Admin fee / account holder | $1,889 | $8,390-77.5% | $13,129-85.6% | $7,234-73.9% |