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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 | $12,033 | $56,544-78.7% | $75,501-84.1% | $70,126-82.8% |
| Participation rate | 40.0% | 68.1%-28.1pp | 72.4%-32.4pp | 69.5%-29.5pp |
| Annual return | 10.09% | 23.59%-13.5pp | 27.35%-17.3pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,078 | $2,580-58.2% | $3,142-65.7% | $3,332-67.7% |
| Admin fee / account holder | $486 | $3,827-87.3% | $5,801-91.6% | $4,645-89.5% |