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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 | $12,660 | $48,364-73.8% | $71,796-82.4% | $62,881-79.9% |
| Participation rate | 68.7% | 60.6%+8.0pp | 69.1%-0.5pp | 69.3%-0.6pp |
| Annual return | 0.59% | 13.16%-12.6pp | 78.04%-77.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $165 | $1,042-84.1% | $1,924-91.4% | $2,281-92.8% |
| Participant deferral / active EE | $2,345 | $2,091+12.1% | $2,794-16.1% | $3,203-26.8% |
| Admin fee / account holder | $1,311 | $3,771-65.2% | $4,815-72.8% | $4,296-69.5% |