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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 | $80,674-81.7% | $119,126-87.6% | $64,340-77.1% |
| Participation rate | 44.4% | 55.2%-10.9pp | 75.8%-31.4pp | 55.2%-10.9pp |
| Annual return | 4.75% | 26.86%-22.1pp | 282.11%-277.4pp | 24.14%-19.4pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,954 | $3,053-36.0% | $5,318-63.3% | $2,980-34.4% |
| Admin fee / account holder | $1,016 | $4,559-77.7% | $10,693-90.5% | $3,703-72.6% |