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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 | $20,615 | $60,349-65.8% | $74,184-72.2% | $62,881-67.2% |
| Participation rate | 62.1% | 72.7%-10.7pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 4.02% | 21.38%-17.4pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $12 | $1,680-99.3% | $2,370-99.5% | $2,281-99.5% |
| Participant deferral / active EE | $1,373 | $2,856-51.9% | $3,550-61.3% | $3,203-57.1% |
| Admin fee / account holder | $3,283 | $4,261-23.0% | $5,586-41.2% | $4,296-23.6% |