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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 | $13,510 | $54,541-75.2% | $78,778-82.9% | $70,126-80.7% |
| Participation rate | 19.0% | 60.8%-41.8pp | 69.2%-50.2pp | 69.5%-50.6pp |
| Annual return | 3.52% | 21.07%-17.6pp | 35.62%-32.1pp | 73.15%-69.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $995 | $2,210-55.0% | $2,958-66.4% | $3,332-70.1% |
| Admin fee / account holder | $2,164 | $3,709-41.7% | $5,134-57.8% | $4,645-53.4% |