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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 | $15,118 | $57,739-73.8% | $112,273-86.5% | $74,440-79.7% |
| Participation rate | 17.6% | 55.6%-38.0pp | 72.4%-54.9pp | 70.7%-53.2pp |
| Annual return | 11.29% | 19.52%-8.2pp | 30.23%-18.9pp | 34.37%-23.1pp |
| Employer contribution / active EE | $54 | $1,675-96.8% | $3,431-98.4% | $2,638-98.0% |
| Participant deferral / active EE | $1,158 | $2,891-60.0% | $4,800-75.9% | $4,529-74.4% |
| Admin fee / account holder | $2,816 | $462+509.2% | $7,752-63.7% | $348+709.5% |