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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 | $10,302 | $49,025-79.0% | $87,502-88.2% | $62,881-83.6% |
| Participation rate | 66.7% | 64.9%+1.8pp | 73.8%-7.2pp | 69.3%-2.6pp |
| Annual return | 4.43% | 10.02%-5.6pp | 12.21%-7.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $198 | $1,372-85.5% | $2,550-92.2% | $2,281-91.3% |
| Participant deferral / active EE | $850 | $2,289-62.9% | $3,149-73.0% | $3,203-73.5% |
| Admin fee / account holder | $426 | $4,065-89.5% | $4,221-89.9% | $4,296-90.1% |