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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 | $16,194 | $58,493-72.3% | $84,021-80.7% | $72,975-77.8% |
| Participation rate | 54.3% | 61.2%-6.9pp | 69.0%-14.7pp | 69.5%-15.2pp |
| Annual return | 12.73% | 28.93%-16.2pp | 71.32%-58.6pp | 81.01%-68.3pp |
| Employer contribution / active EE | $113 | $1,163-90.3% | $1,984-94.3% | $2,440-95.4% |
| Participant deferral / active EE | $1,424 | $2,394-40.5% | $3,239-56.0% | $3,608-60.5% |
| Admin fee / account holder | $1,387 | $4,569-69.6% | $6,102-77.3% | $5,124-72.9% |