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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 | $11,664 | $53,128-78.0% | $86,582-86.5% | $70,126-83.4% |
| Participation rate | 19.4% | 65.3%-45.9pp | 73.5%-54.1pp | 69.5%-50.1pp |
| Annual return | 11.52% | 27.66%-16.1pp | 965.08%-953.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $166 | $2,068-92.0% | $2,839-94.2% | $2,343-92.9% |
| Participant deferral / active EE | $888 | $2,695-67.0% | $3,609-75.4% | $3,332-73.3% |
| Admin fee / account holder | $9,500 | $3,584+165.1% | $4,904+93.7% | $4,645+104.5% |