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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 | $15,484 | $62,242-75.1% | $105,582-85.3% | $69,733-77.8% |
| Participation rate | 37.2% | 47.3%-10.1pp | 71.8%-34.6pp | 62.5%-25.3pp |
| Annual return | 3.25% | 15.40%-12.2pp | 18.61%-15.4pp | 15.22%-12.0pp |
| Employer contribution / active EE | $0 | $1,558-100.0% | $2,984-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $923 | $2,462-62.5% | $4,353-78.8% | $3,054-69.8% |
| Admin fee / account holder | $2,336 | $4,615-49.4% | $12,856-81.8% | $3,102-24.7% |