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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 | $17,414 | $165,399-89.5% | $149,745-88.4% | $158,982-89.0% |
| Participation rate | 31.8% | 84.6%-52.8pp | 82.5%-50.7pp | 82.0%-50.1pp |
| Annual return | 2.60% | 348.34%-345.7pp | 276.72%-274.1pp | 302.99%-300.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,480 | $7,183-37.6% | $6,843-34.5% | $5,983-25.1% |
| Admin fee / account holder | $4,071 | $10,811-62.3% | $9,312-56.3% | $11,252-63.8% |