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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 | $1,914 | $25,014-92.3% | $69,632-97.3% | $80,959-97.6% |
| Participation rate | 67.2% | 64.2%+3.0pp | 66.4%+0.8pp | 67.7%-0.5pp |
| Annual return | 11.49% | 19.08%-7.6pp | 101.32%-89.8pp | 35.67%-24.2pp |
| Employer contribution / active EE | $157 | $991-84.2% | $1,708-90.8% | $2,757-94.3% |
| Participant deferral / active EE | $1,126 | $1,840-38.8% | $2,889-61.0% | $4,300-73.8% |
| Admin fee / account holder | $1,393 | $2,491-44.1% | $4,695-70.3% | $6,925-79.9% |