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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 | $23,053 | $102,429-77.5% | $147,096-84.3% | $80,925-71.5% |
| Participation rate | 24.0% | 75.9%-51.9pp | 82.2%-58.2pp | 67.7%-43.7pp |
| Annual return | 4.28% | 135.02%-130.7pp | 419.75%-415.5pp | 35.65%-31.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,041 | $6,649-54.3% | $8,071-62.3% | $4,299-29.2% |
| Admin fee / account holder | $2,101 | $7,957-73.6% | $13,005-83.8% | $6,940-69.7% |