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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 | $11,421 | $46,732-75.6% | $156,551-92.7% | $55,167-79.3% |
| Participation rate | 45.5% | 65.8%-20.3pp | 84.0%-38.5pp | 69.0%-23.5pp |
| Annual return | 4.35% | 17.72%-13.4pp | 32.23%-27.9pp | 169.23%-164.9pp |
| Employer contribution / active EE | $256 | $2,105-87.8% | $5,501-95.3% | $1,963-87.0% |
| Participant deferral / active EE | $646 | $2,204-70.7% | $4,871-86.7% | $3,054-78.9% |
| Admin fee / account holder | $742 | $418+77.5% | $13,028-94.3% | $504+47.3% |