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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 | $20,623 | $69,977-70.5% | $108,582-81.0% | $62,881-67.2% |
| Participation rate | 60.7% | 72.9%-12.2pp | 79.6%-18.9pp | 69.3%-8.6pp |
| Annual return | 4.39% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $342 | $2,135-84.0% | $3,758-90.9% | $2,281-85.0% |
| Participant deferral / active EE | $2,079 | $3,165-34.3% | $4,311-51.8% | $3,203-35.1% |
| Admin fee / account holder | $5,974 | $5,076+17.7% | $7,645-21.9% | $4,296+39.1% |