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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 | $17,907 | $108,825-83.5% | $156,181-88.5% | $82,448-78.3% |
| Participation rate | 36.7% | 72.4%-35.7pp | 78.8%-42.2pp | 68.1%-31.4pp |
| Annual return | 9.22% | 20.59%-11.4pp | 64.87%-55.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $59 | $2,870-98.0% | $4,294-98.6% | $2,551-97.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,354 | $9,341-32.0% | $14,586-56.4% | $7,234-12.2% |