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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 | $17,558 | $181,896-90.3% | $156,551-88.8% | $273,972-93.6% |
| Participation rate | 42.1% | 88.4%-46.3pp | 84.0%-41.9pp | 83.0%-40.9pp |
| Annual return | 1.08% | 30.74%-29.7pp | 32.23%-31.1pp | 41.46%-40.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,162 | $5,550-61.0% | $4,871-55.6% | $5,287-59.1% |
| Admin fee / account holder | $1,297 | $15,560-91.7% | $13,028-90.0% | $10,133-87.2% |