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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 | $16,923 | $72,273-76.6% | $101,275-83.3% | $79,856-78.8% |
| Participation rate | 56.1% | 68.5%-12.3pp | 75.8%-19.7pp | 69.6%-13.5pp |
| Annual return | 9.80% | 22.30%-12.5pp | 46.48%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,538 | $3,282-53.1% | $4,371-64.8% | $3,741-58.9% |
| Admin fee / account holder | $4,241 | $4,401-3.6% | $5,948-28.7% | $5,306-20.1% |