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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 | $27,014 | $86,940-68.9% | $102,434-73.6% | $80,935-66.6% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.8pp | 67.7%+1.1pp |
| Annual return | 9.80% | 18.89%-9.1pp | 29.46%-19.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $62 | $2,370-97.4% | $3,023-97.9% | $2,757-97.7% |
| Participant deferral / active EE | $2,320 | $4,121-43.7% | $5,055-54.1% | $4,299-46.0% |
| Admin fee / account holder | $2,235 | $8,047-72.2% | $9,462-76.4% | $6,924-67.7% |