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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 | $17,676 | $73,988-76.1% | $96,538-81.7% | $75,177-76.5% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-11.0pp |
| Annual return | 2.15% | 26.73%-24.6pp | 35.74%-33.6pp | 160.75%-158.6pp |
| Employer contribution / active EE | $447 | $2,930-84.7% | $3,740-88.0% | $2,671-83.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,936 | $5,220-43.7% | $6,737-56.4% | $5,651-48.0% |