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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 | $11,783 | $60,349-80.5% | $74,184-84.1% | $62,881-81.3% |
| Participation rate | 28.8% | 72.7%-43.9pp | 76.6%-47.8pp | 69.3%-40.5pp |
| Annual return | -4.00% | 21.38%-25.4pp | 17.74%-21.7pp | 20.14%-24.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,465 | $2,856-48.7% | $3,550-58.7% | $3,203-54.3% |
| Admin fee / account holder | $1,230 | $4,261-71.1% | $5,586-78.0% | $4,296-71.4% |