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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 | $14,018 | $51,708-72.9% | $106,619-86.9% | $62,881-77.7% |
| Participation rate | 43.8% | 66.9%-23.1pp | 78.0%-34.2pp | 69.3%-25.6pp |
| Annual return | 4.16% | 4.69%-0.5pp | 9.42%-5.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,314 | $2,315-43.3% | $3,930-66.6% | $3,203-59.0% |
| Admin fee / account holder | $9,850 | $3,349+194.1% | $6,418+53.5% | $4,296+129.3% |