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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 | $12,427 | $77,638-84.0% | $156,551-92.1% | $62,881-80.2% |
| Participation rate | 53.6% | 71.2%-17.6pp | 84.0%-30.4pp | 69.3%-15.7pp |
| Annual return | 4.10% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,713 | $3,046-43.8% | $4,871-64.8% | $3,203-46.5% |
| Admin fee / account holder | $5,143 | $5,561-7.5% | $13,028-60.5% | $4,296+19.7% |