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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 | $17,222 | $58,493-70.6% | $84,023-79.5% | $72,976-76.4% |
| Participation rate | 31.0% | 61.2%-30.2pp | 69.0%-38.0pp | 69.5%-38.5pp |
| Annual return | 10.51% | 28.93%-18.4pp | 71.32%-60.8pp | 81.02%-70.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,201 | $2,394-8.1% | $3,239-32.1% | $3,608-39.0% |
| Admin fee / account holder | $6,720 | $4,569+47.1% | $6,102+10.1% | $5,124+31.2% |