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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 | $18,710 | $65,034-71.2% | $90,970-79.4% | $79,856-76.6% |
| Participation rate | 62.3% | 61.6%+0.7pp | 69.0%-6.7pp | 69.6%-7.3pp |
| Annual return | 5.90% | 30.45%-24.6pp | 134.60%-128.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,430 | $2,512-43.1% | $3,373-57.6% | $3,741-61.8% |
| Admin fee / account holder | $950 | $4,536-79.1% | $5,961-84.1% | $5,306-82.1% |