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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 | $56,121-72.4% | $92,985-83.3% | $64,340-75.9% |
| Participation rate | 37.2% | 44.9%-7.8pp | 69.5%-32.3pp | 55.2%-18.1pp |
| Annual return | 3.25% | 19.19%-15.9pp | 27.99%-24.7pp | 24.14%-20.9pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $923 | $2,362-60.9% | $4,377-78.9% | $2,980-69.0% |
| Admin fee / account holder | $2,336 | $6,869-66.0% | $9,463-75.3% | $3,703-36.9% |