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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 | $12,436 | $91,198-86.4% | $178,503-93.0% | $79,856-84.4% |
| Participation rate | 31.3% | 69.2%-38.0pp | 81.9%-50.7pp | 69.6%-38.4pp |
| Annual return | 0.71% | 24.20%-23.5pp | 151.12%-150.4pp | 31.71%-31.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,903 | $3,237-41.2% | $5,202-63.4% | $3,741-49.1% |
| Admin fee / account holder | $666 | $6,748-90.1% | $13,987-95.2% | $5,306-87.5% |