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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 | $17,857 | $99,994-82.1% | $146,643-87.8% | $85,847-79.2% |
| Participation rate | 55.6% | 73.1%-17.5pp | 80.1%-24.5pp | 69.3%-13.8pp |
| Annual return | 4.27% | 18.93%-14.7pp | 22.75%-18.5pp | 318.61%-314.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,271 | $4,006+31.6% | $5,506-4.3% | $3,952+33.4% |
| Admin fee / account holder | $1,661 | $7,703-78.4% | $10,280-83.8% | $6,261-73.5% |