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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 | $11,612 | $84,236-86.2% | $170,435-93.2% | $70,126-83.4% |
| Participation rate | 16.9% | 70.8%-53.9pp | 83.6%-66.7pp | 69.5%-52.6pp |
| Annual return | 11.56% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $984 | $3,086-68.1% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $1,895 | $5,698-66.7% | $13,881-86.3% | $4,645-59.2% |