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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 | $15,450 | $96,965-84.1% | $97,995-84.2% | $147,585-89.5% |
| Participation rate | 63.6% | 83.6%-20.0pp | 82.4%-18.7pp | 82.8%-19.2pp |
| Annual return | 3.88% | 24.11%-20.2pp | 23.94%-20.1pp | 578.58%-574.7pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,684 | $5,081-47.2% | $5,097-47.3% | $5,439-50.7% |
| Admin fee / account holder | $2,345 | $8,120-71.1% | $5,943-60.5% | $10,886-78.5% |