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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 | $19,933 | $72,486-72.5% | $87,103-77.1% | $72,976-72.7% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 14.39% | 24.46%-10.1pp | 28.19%-13.8pp | 81.02%-66.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,560 | $3,270-52.3% | $4,049-61.5% | $3,608-56.7% |
| Admin fee / account holder | $4,596 | $5,055-9.1% | $7,491-38.6% | $5,124-10.3% |