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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 | $21,362 | $78,425-72.8% | $95,956-77.7% | $79,858-73.2% |
| Participation rate | 60.5% | 73.5%-13.0pp | 77.1%-16.6pp | 69.6%-9.2pp |
| Annual return | 9.67% | 19.37%-9.7pp | 91.63%-82.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $463 | $1,945-76.2% | $2,541-81.8% | $2,471-81.2% |
| Participant deferral / active EE | $1,770 | $3,440-48.6% | $4,167-57.5% | $3,740-52.7% |
| Admin fee / account holder | $1,079 | $5,622-80.8% | $6,797-84.1% | $5,306-79.7% |