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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 | $18,188 | $125,797-85.5% | $170,057-89.3% | $75,177-75.8% |
| Participation rate | 39.3% | 83.6%-44.3pp | 87.0%-47.7pp | 67.2%-27.9pp |
| Annual return | 5.96% | 27.20%-21.2pp | 53.42%-47.5pp | 160.75%-154.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,591 | $6,838-47.5% | $10,411-65.5% | $4,126-13.0% |
| Admin fee / account holder | $14,572 | $8,177+78.2% | $12,826+13.6% | $5,651+157.9% |