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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 | $25,751 | $87,132-70.4% | $105,624-75.6% | $80,959-68.2% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.7%-7.0pp |
| Annual return | 9.96% | 17.03%-7.1pp | 116.20%-106.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,983 | $3,985-50.2% | $5,013-60.4% | $4,300-53.9% |
| Admin fee / account holder | $2,353 | $8,449-72.2% | $10,961-78.5% | $6,925-66.0% |