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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 | $15,918 | $78,015-79.6% | $178,505-91.1% | $80,959-80.3% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 10.43% | 18.10%-7.7pp | 27.16%-16.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $75 | $2,281-96.7% | $3,955-98.1% | $2,757-97.3% |
| Participant deferral / active EE | $1,438 | $4,406-67.4% | $6,280-77.1% | $4,300-66.6% |
| Admin fee / account holder | $6,321 | $7,160-11.7% | $10,428-39.4% | $6,925-8.7% |