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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 | $14,698 | $52,580-72.0% | $71,671-79.5% | $70,126-79.0% |
| Participation rate | 39.4% | 60.9%-21.5pp | 68.7%-29.4pp | 69.5%-30.1pp |
| Annual return | 11.00% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,057 | $2,386-55.7% | $3,438-69.3% | $3,332-68.3% |
| Admin fee / account holder | $2,569 | $3,653-29.7% | $5,558-53.8% | $4,645-44.7% |