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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 | $17,189 | $78,423-78.1% | $95,964-82.1% | $79,856-78.5% |
| Participation rate | 44.2% | 73.5%-29.3pp | 77.1%-32.9pp | 69.6%-25.4pp |
| Annual return | 8.81% | 19.37%-10.6pp | 91.64%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,879 | $3,440-45.4% | $4,167-54.9% | $3,741-49.8% |
| Admin fee / account holder | $4,798 | $5,622-14.7% | $6,797-29.4% | $5,306-9.6% |