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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 | $8,772 | $61,605-85.8% | $112,273-92.2% | $75,181-88.3% |
| Participation rate | 68.6% | 61.7%+6.9pp | 72.4%-3.9pp | 67.2%+1.4pp |
| Annual return | 2.63% | 28.47%-25.8pp | 30.23%-27.6pp | 160.69%-158.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,053 | $3,108-1.8% | $4,800-36.4% | $4,126-26.0% |
| Admin fee / account holder | $3,139 | $4,862-35.4% | $7,752-59.5% | $5,650-44.4% |