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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 | $12,731 | $52,580-75.8% | $71,671-82.2% | $70,126-81.8% |
| Participation rate | 44.3% | 60.9%-16.6pp | 68.7%-24.4pp | 69.5%-25.2pp |
| Annual return | 7.54% | 20.25%-12.7pp | 20.65%-13.1pp | 73.15%-65.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,121 | $2,386-53.0% | $3,438-67.4% | $3,332-66.4% |
| Admin fee / account holder | $852 | $3,653-76.7% | $5,558-84.7% | $4,645-81.7% |