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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 | $87,037-70.4% | $106,201-75.8% | $80,874-68.2% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.6%-6.9pp |
| Annual return | 9.96% | 17.05%-7.1pp | 116.26%-106.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,983 | $3,986-50.3% | $5,012-60.4% | $4,297-53.8% |
| Admin fee / account holder | $2,353 | $8,434-72.1% | $11,039-78.7% | $6,935-66.1% |