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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 | $79,894-81.8% | $135,792-89.3% | $82,637-82.4% |
| Participation rate | 47.2% | 63.0%-15.8pp | 72.6%-25.4pp | 68.1%-20.8pp |
| Annual return | 7.19% | 17.20%-10.0pp | 25.96%-18.8pp | 53.51%-46.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,028 | $3,194-36.5% | $4,759-57.4% | $4,126-50.8% |
| Admin fee / account holder | $4,460 | $6,434-30.7% | $12,266-63.6% | $7,339-39.2% |