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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 | $22,856 | $72,492-68.5% | $87,104-73.8% | $72,975-68.7% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.7pp |
| Annual return | 1.70% | 24.46%-22.8pp | 28.19%-26.5pp | 81.01%-79.3pp |
| Employer contribution / active EE | $393 | $1,894-79.2% | $2,521-84.4% | $2,440-83.9% |
| Participant deferral / active EE | $1,652 | $3,270-49.5% | $4,048-59.2% | $3,608-54.2% |
| Admin fee / account holder | $434 | $5,055-91.4% | $7,491-94.2% | $5,124-91.5% |