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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 | $15,925 | $58,512-72.8% | $84,020-81.0% | $72,983-78.2% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.0%-6.5pp | 69.5%-7.0pp |
| Annual return | 12.22% | 28.93%-16.7pp | 71.31%-59.1pp | 81.01%-68.8pp |
| Employer contribution / active EE | $83 | $1,163-92.8% | $1,984-95.8% | $2,440-96.6% |
| Participant deferral / active EE | $1,820 | $2,394-24.0% | $3,239-43.8% | $3,608-49.5% |
| Admin fee / account holder | $1,144 | $4,569-75.0% | $6,101-81.2% | $5,124-77.7% |