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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 | $58,048-73.3% | $94,215-83.6% | $65,306-76.3% |
| Participation rate | 37.2% | 45.3%-8.1pp | 70.0%-32.8pp | 57.7%-20.5pp |
| Annual return | 3.25% | 19.61%-16.4pp | 28.22%-25.0pp | 21.94%-18.7pp |
| Employer contribution / active EE | $0 | $1,427-100.0% | $2,675-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $923 | $2,407-61.6% | $4,276-78.4% | $2,959-68.8% |
| Admin fee / account holder | $2,336 | $4,610-49.3% | $10,216-77.1% | $3,480-32.9% |