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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 | $13,717 | $63,845-78.5% | $81,370-83.1% | $80,959-83.1% |
| Participation rate | 30.2% | 63.9%-33.6pp | 69.5%-39.3pp | 67.7%-37.4pp |
| Annual return | 9.38% | 16.37%-7.0pp | 24.85%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,069 | $3,093-65.4% | $3,885-72.5% | $4,300-75.1% |
| Admin fee / account holder | $1,655 | $5,688-70.9% | $5,749-71.2% | $6,925-76.1% |