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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 | $12,274 | $41,377-70.3% | $109,313-88.8% | $62,881-80.5% |
| Participation rate | 43.2% | 57.5%-14.3pp | 71.3%-28.0pp | 69.3%-26.1pp |
| Annual return | 3.34% | 11.05%-7.7pp | 22.07%-18.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,006 | $2,045-50.8% | $3,166-68.2% | $3,203-68.6% |
| Admin fee / account holder | $455 | $2,884-84.2% | $5,666-92.0% | $4,296-89.4% |