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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 | $11,056 | $71,230-84.5% | $93,727-88.2% | $80,959-86.3% |
| Participation rate | 56.8% | 60.4%-3.6pp | 68.7%-12.0pp | 67.7%-10.9pp |
| Annual return | 9.70% | 11.26%-1.6pp | 133.83%-124.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $365 | $1,565-76.7% | $2,421-84.9% | $2,757-86.8% |
| Participant deferral / active EE | $1,828 | $4,037-54.7% | $4,417-58.6% | $4,300-57.5% |
| Admin fee / account holder | $1,724 | $6,961-75.2% | $8,292-79.2% | $6,925-75.1% |