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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 | $11,825 | $59,839-80.2% | $81,988-85.6% | $79,858-85.2% |
| Participation rate | 32.3% | 61.6%-29.4pp | 69.3%-37.0pp | 69.6%-37.4pp |
| Annual return | 7.41% | 17.56%-10.1pp | 41.31%-33.9pp | 31.72%-24.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,694 | $2,695-37.2% | $3,722-54.5% | $3,740-54.7% |
| Admin fee / account holder | $3,221 | $4,287-24.9% | $5,665-43.1% | $5,306-39.3% |