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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 | $13,775 | $78,707-82.5% | $117,861-88.3% | $70,126-80.4% |
| Participation rate | 34.6% | 73.2%-38.6pp | 79.7%-45.0pp | 69.5%-34.9pp |
| Annual return | 8.73% | 23.30%-14.6pp | 335.11%-326.4pp | 73.15%-64.4pp |
| Employer contribution / active EE | $194 | $2,223-91.3% | $3,786-94.9% | $2,343-91.7% |
| Participant deferral / active EE | $1,607 | $3,297-51.3% | $4,482-64.1% | $3,332-51.8% |
| Admin fee / account holder | $11,637 | $5,066+129.7% | $8,021+45.1% | $4,645+150.5% |