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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 | $15,582 | $67,602-77.0% | $82,312-81.1% | $70,126-77.8% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 10.08% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,310 | $2,987-22.7% | $3,706-37.7% | $3,332-30.7% |
| Admin fee / account holder | $3,708 | $4,512-17.8% | $5,608-33.9% | $4,645-20.2% |