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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 | $24,929 | $59,456-58.1% | $93,669-73.4% | $74,429-66.5% |
| Participation rate | 60.6% | 59.6%+0.9pp | 68.7%-8.1pp | 67.2%-6.6pp |
| Annual return | 10.55% | 82.00%-71.5pp | 133.59%-123.0pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $280 | $1,266-77.8% | $2,424-88.4% | $2,625-89.3% |
| Participant deferral / active EE | $1,606 | $3,052-47.4% | $4,416-63.6% | $4,348-63.1% |
| Admin fee / account holder | $320 | $3,026-89.4% | $8,291-96.1% | $1,944-83.5% |