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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 | $14,577 | $81,403-82.1% | $147,027-90.1% | $87,485-83.3% |
| Participation rate | 47.2% | 63.4%-16.2pp | 73.7%-26.5pp | 68.9%-21.7pp |
| Annual return | 7.19% | 16.51%-9.3pp | 20.23%-13.0pp | 26.06%-18.9pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,028 | $3,315-38.8% | $4,933-58.9% | $4,274-52.5% |
| Admin fee / account holder | $4,460 | $6,755-34.0% | $12,223-63.5% | $7,775-42.6% |