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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 | $87,180-83.3% | $173,703-91.6% | $94,015-84.5% |
| Participation rate | 47.2% | 65.6%-18.4pp | 75.9%-28.7pp | 70.8%-23.6pp |
| Annual return | 7.19% | 14.17%-7.0pp | 17.46%-10.3pp | 17.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,494-100.0% | $4,288-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,028 | $3,343-39.3% | $4,854-58.2% | $4,249-52.3% |
| Admin fee / account holder | $4,460 | $7,506-40.6% | $15,562-71.3% | $8,951-50.2% |