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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 | $17,059 | $77,574-78.0% | $108,753-84.3% | $86,983-80.4% |
| Participation rate | 60.9% | 62.3%-1.4pp | 71.1%-10.2pp | 69.5%-8.7pp |
| Annual return | 8.66% | 18.42%-9.8pp | 37.47%-28.8pp | 25.83%-17.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,205 | $3,128-29.5% | $4,115-46.4% | $4,194-47.4% |
| Admin fee / account holder | $8,081 | $6,529+23.8% | $10,320-21.7% | $7,856+2.9% |