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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 | $17,481 | $60,349-71.0% | $74,184-76.4% | $62,881-72.2% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 4.50% | 21.38%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $285 | $1,680-83.0% | $2,370-88.0% | $2,281-87.5% |
| Participant deferral / active EE | $1,465 | $2,856-48.7% | $3,550-58.7% | $3,203-54.3% |
| Admin fee / account holder | $1,057 | $4,261-75.2% | $5,586-81.1% | $4,296-75.4% |