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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 | $14,683 | $65,367-77.5% | $92,915-84.2% | $72,976-79.9% |
| Participation rate | 42.3% | 68.3%-26.0pp | 76.0%-33.7pp | 69.5%-27.2pp |
| Annual return | 10.89% | 42.11%-31.2pp | 109.45%-98.6pp | 81.02%-70.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,682 | $3,128-46.2% | $4,238-60.3% | $3,608-53.4% |
| Admin fee / account holder | $1,237 | $4,251-70.9% | $5,796-78.7% | $5,124-75.9% |