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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 | $64,517-78.7% | $81,438-83.2% | $80,874-83.0% |
| Participation rate | 30.2% | 63.9%-33.7pp | 69.5%-39.3pp | 67.6%-37.4pp |
| Annual return | 9.38% | 16.35%-7.0pp | 24.74%-15.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,069 | $3,096-65.5% | $3,883-72.5% | $4,297-75.1% |
| Admin fee / account holder | $1,655 | $5,677-70.8% | $5,764-71.3% | $6,935-76.1% |