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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 | $2,238 | $55,930-96.0% | $76,089-97.1% | $80,925-97.2% |
| Participation rate | 68.2% | 62.1%+6.1pp | 69.1%-0.9pp | 67.7%+0.5pp |
| Annual return | 9.84% | 20.58%-10.7pp | 360.94%-351.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $358 | $1,866-80.8% | $2,690-86.7% | $2,756-87.0% |
| Participant deferral / active EE | $1,954 | $3,051-35.9% | $4,259-54.1% | $4,299-54.5% |
| Admin fee / account holder | $375 | $5,241-92.8% | $6,418-94.2% | $6,940-94.6% |