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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 | $15,780 | $56,894-72.3% | $84,753-81.4% | $62,881-74.9% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 3.10% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.0pp |
| Employer contribution / active EE | $224 | $2,400-90.6% | $3,574-93.7% | $2,281-90.2% |
| Participant deferral / active EE | $1,152 | $2,709-57.5% | $3,712-69.0% | $3,203-64.0% |
| Admin fee / account holder | $1,960 | $3,581-45.3% | $5,333-63.3% | $4,296-54.4% |