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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 | $14,244 | $56,054-74.6% | $171,082-91.7% | $62,881-77.3% |
| Participation rate | 42.9% | 62.9%-20.0pp | 76.7%-33.8pp | 69.3%-26.4pp |
| Annual return | 4.27% | 22.52%-18.3pp | 32.56%-28.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,783 | $3,158-43.5% | $4,797-62.8% | $3,203-44.3% |
| Admin fee / account holder | $3,189 | $3,647-12.5% | $8,520-62.6% | $4,296-25.8% |