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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 | $13,930 | $56,110-75.2% | $94,993-85.3% | $70,124-80.1% |
| Participation rate | 37.2% | 65.0%-27.8pp | 73.9%-36.7pp | 69.5%-32.3pp |
| Annual return | 7.91% | 51.02%-43.1pp | 27.14%-19.2pp | 73.14%-65.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,429 | $2,391-40.2% | $3,317-56.9% | $3,332-57.1% |
| Admin fee / account holder | $343 | $3,456-90.1% | $4,960-93.1% | $4,645-92.6% |