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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 | $13,678 | $69,590-80.3% | $136,867-90.0% | $94,015-85.5% |
| Participation rate | 61.0% | 66.3%-5.3pp | 74.5%-13.5pp | 70.8%-9.8pp |
| Annual return | 9.31% | 19.62%-10.3pp | 42.97%-33.7pp | 17.84%-8.5pp |
| Employer contribution / active EE | $258 | $2,396-89.3% | $3,547-92.7% | $2,790-90.8% |
| Participant deferral / active EE | $1,110 | $3,437-67.7% | $4,924-77.5% | $4,249-73.9% |
| Admin fee / account holder | $982 | $8,912-89.0% | $10,340-90.5% | $8,951-89.0% |