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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 | $13,753 | $63,949-78.5% | $129,031-89.3% | $94,015-85.4% |
| Participation rate | 48.8% | 63.4%-14.7pp | 73.4%-24.6pp | 70.8%-22.0pp |
| Annual return | 10.68% | 17.56%-6.9pp | 34.67%-24.0pp | 17.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,358 | $3,686-63.2% | $5,217-74.0% | $4,249-68.0% |
| Admin fee / account holder | $14,083 | $5,523+155.0% | $13,208+6.6% | $8,951+57.3% |