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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 | $16,275 | $48,364-66.3% | $71,796-77.3% | $62,881-74.1% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 3.13% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $177 | $1,042-83.0% | $1,924-90.8% | $2,281-92.2% |
| Participant deferral / active EE | $1,531 | $2,091-26.8% | $2,794-45.2% | $3,203-52.2% |
| Admin fee / account holder | $621 | $3,771-83.5% | $4,815-87.1% | $4,296-85.6% |