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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 | $16,369 | $81,457-79.9% | $103,378-84.2% | $80,911-79.8% |
| Participation rate | 51.5% | 66.8%-15.3pp | 74.5%-23.0pp | 67.6%-16.1pp |
| Annual return | 10.30% | 25.58%-15.3pp | 24.91%-14.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $635 | $3,107-79.6% | $3,870-83.6% | $2,756-77.0% |
| Participant deferral / active EE | $3,182 | $3,871-17.8% | $5,058-37.1% | $4,297-25.9% |
| Admin fee / account holder | $3,437 | $6,717-48.8% | $8,401-59.1% | $6,935-50.4% |