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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 | $18,471 | $73,988-75.0% | $96,538-80.9% | $75,177-75.4% |
| Participation rate | 51.4% | 66.4%-15.0pp | 74.3%-22.9pp | 67.2%-15.8pp |
| Annual return | 12.93% | 26.73%-13.8pp | 35.74%-22.8pp | 160.75%-147.8pp |
| Employer contribution / active EE | $729 | $2,930-75.1% | $3,740-80.5% | $2,671-72.7% |
| Participant deferral / active EE | $1,916 | $3,660-47.7% | $4,880-60.7% | $4,126-53.6% |
| Admin fee / account holder | $5,197 | $5,220-0.4% | $6,737-22.9% | $5,651-8.0% |