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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 | $19,953 | $64,909-69.3% | $82,312-75.8% | $62,293-68.0% |
| Participation rate | 54.2% | 74.9%-20.7pp | 76.9%-22.7pp | 69.5%-15.3pp |
| Annual return | 12.00% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,544 | $3,103-50.2% | $3,706-58.3% | $3,169-51.3% |
| Admin fee / account holder | $4,789 | $440+989.4% | $5,608-14.6% | $479+899.1% |