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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 | $14,100 | $63,365-77.7% | $91,994-84.7% | $72,976-80.7% |
| Participation rate | 44.4% | 72.5%-28.1pp | 78.6%-34.2pp | 69.5%-25.0pp |
| Annual return | 16.09% | 35.35%-19.3pp | 69.04%-52.9pp | 81.02%-64.9pp |
| Employer contribution / active EE | $48 | $2,116-97.7% | $3,453-98.6% | $2,440-98.0% |
| Participant deferral / active EE | $2,383 | $4,883-51.2% | $5,924-59.8% | $3,608-33.9% |
| Admin fee / account holder | $1,530 | $4,670-67.2% | $7,744-80.2% | $5,124-70.1% |