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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 | $7,232 | $86,949-91.7% | $102,460-92.9% | $80,959-91.1% |
| Participation rate | 19.2% | 72.4%-53.2pp | 76.5%-57.3pp | 67.7%-48.4pp |
| Annual return | 7.54% | 18.89%-11.4pp | 29.47%-21.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $634 | $2,370-73.3% | $3,025-79.1% | $2,757-77.0% |
| Participant deferral / active EE | $3,095 | $4,121-24.9% | $5,056-38.8% | $4,300-28.0% |
| Admin fee / account holder | $389 | $8,048-95.2% | $9,460-95.9% | $6,925-94.4% |