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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 | $15,552 | $72,273-78.5% | $101,275-84.6% | $79,856-80.5% |
| Participation rate | 51.3% | 68.5%-17.2pp | 75.8%-24.5pp | 69.6%-18.4pp |
| Annual return | 9.26% | 22.30%-13.0pp | 46.48%-37.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,344 | $3,282+1.9% | $4,371-23.5% | $3,741-10.6% |
| Admin fee / account holder | $4,345 | $4,401-1.3% | $5,948-26.9% | $5,306-18.1% |