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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 | $10,530 | $91,179-88.5% | $178,499-94.1% | $79,852-86.8% |
| Participation rate | 27.3% | 69.2%-41.9pp | 81.9%-54.7pp | 69.6%-42.4pp |
| Annual return | 9.24% | 24.19%-15.0pp | 151.10%-141.9pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,951 | $3,236-39.7% | $5,202-62.5% | $3,740-47.9% |
| Admin fee / account holder | $2,952 | $6,749-56.3% | $13,986-78.9% | $5,306-44.4% |