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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 | $10,046 | $71,215-85.9% | $93,696-89.3% | $80,935-87.6% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.0pp | 67.7%-40.9pp |
| Annual return | 5.59% | 11.27%-5.7pp | 133.74%-128.2pp | 35.66%-30.1pp |
| Employer contribution / active EE | $355 | $1,565-77.3% | $2,422-85.4% | $2,757-87.1% |
| Participant deferral / active EE | $1,629 | $4,037-59.6% | $4,417-63.1% | $4,299-62.1% |
| Admin fee / account holder | $1,988 | $6,958-71.4% | $8,287-76.0% | $6,924-71.3% |