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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 | $20,225 | $79,894-74.7% | $135,792-85.1% | $82,637-75.5% |
| Participation rate | 46.4% | 63.0%-16.6pp | 72.6%-26.2pp | 68.1%-21.6pp |
| Annual return | 11.10% | 17.20%-6.1pp | 25.96%-14.9pp | 53.51%-42.4pp |
| Employer contribution / active EE | $427 | $2,165-80.3% | $3,496-87.8% | $2,552-83.3% |
| Participant deferral / active EE | $1,134 | $3,194-64.5% | $4,759-76.2% | $4,126-72.5% |
| Admin fee / account holder | $6,978 | $6,434+8.4% | $12,266-43.1% | $7,339-4.9% |