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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 | $24,716 | $67,602-63.4% | $82,312-70.0% | $70,126-64.8% |
| Participation rate | 41.2% | 72.8%-31.6pp | 76.9%-35.7pp | 69.5%-28.4pp |
| Annual return | 7.94% | 21.57%-13.6pp | 25.88%-17.9pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,138 | $2,987-28.4% | $3,706-42.3% | $3,332-35.8% |
| Admin fee / account holder | $601 | $4,512-86.7% | $5,608-89.3% | $4,645-87.1% |