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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 | $21,050 | $72,492-71.0% | $87,104-75.8% | $72,975-71.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 11.53% | 24.46%-12.9pp | 28.19%-16.7pp | 81.01%-69.5pp |
| Employer contribution / active EE | $267 | $1,894-85.9% | $2,521-89.4% | $2,440-89.0% |
| Participant deferral / active EE | $1,537 | $3,270-53.0% | $4,048-62.0% | $3,608-57.4% |
| Admin fee / account holder | $6,580 | $5,055+30.2% | $7,491-12.2% | $5,124+28.4% |