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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 | $11,998 | $85,171-85.9% | $172,752-93.1% | $72,975-83.6% |
| Participation rate | 56.8% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.7pp |
| Annual return | 13.86% | 27.32%-13.5pp | 802.97%-789.1pp | 81.01%-67.1pp |
| Employer contribution / active EE | $389 | $3,324-88.3% | $5,144-92.4% | $2,440-84.1% |
| Participant deferral / active EE | $985 | $3,260-69.8% | $5,198-81.1% | $3,608-72.7% |
| Admin fee / account holder | $15,991 | $5,880+171.9% | $13,955+14.6% | $5,124+212.1% |