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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 | $25,023 | $80,983-69.1% | $96,544-74.1% | $75,177-66.7% |
| Participation rate | 62.8% | 71.8%-9.0pp | 76.0%-13.2pp | 67.2%-4.4pp |
| Annual return | 12.70% | 27.05%-14.4pp | 25.88%-13.2pp | 160.75%-148.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,899 | $3,929-51.7% | $4,851-60.9% | $4,126-54.0% |
| Admin fee / account holder | $9,650 | $6,717+43.7% | $8,254+16.9% | $5,651+70.8% |