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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 | $23,417 | $67,602-65.4% | $82,312-71.6% | $70,126-66.6% |
| Participation rate | 58.4% | 72.8%-14.3pp | 76.9%-18.5pp | 69.5%-11.1pp |
| Annual return | 10.57% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $133 | $1,755-92.4% | $2,428-94.5% | $2,343-94.3% |
| Participant deferral / active EE | $1,477 | $2,987-50.6% | $3,706-60.2% | $3,332-55.7% |
| Admin fee / account holder | $1,257 | $4,512-72.1% | $5,608-77.6% | $4,645-72.9% |