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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 | $14,736 | $83,369-82.3% | $105,223-86.0% | $67,986-78.3% |
| Participation rate | 44.4% | 56.3%-11.9pp | 75.0%-30.7pp | 57.2%-12.9pp |
| Annual return | 4.75% | 24.64%-19.9pp | 180.65%-175.9pp | 31.67%-26.9pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,954 | $3,295-40.7% | $5,072-61.5% | $3,358-41.8% |
| Admin fee / account holder | $1,016 | $4,073-75.1% | $8,859-88.5% | $3,203-68.3% |