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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 | $12,948 | $95,406-86.4% | $185,849-93.0% | $85,847-84.9% |
| Participation rate | 21.2% | 68.8%-47.6pp | 81.7%-60.5pp | 69.3%-48.1pp |
| Annual return | 7.00% | 23.59%-16.6pp | 122.10%-115.1pp | 318.61%-311.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,175 | $3,424-65.7% | $5,569-78.9% | $3,952-70.3% |
| Admin fee / account holder | $22,115 | $7,214+206.5% | $16,244+36.1% | $6,261+253.2% |