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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 | $123,478-85.5% | $216,567-91.7% | $94,015-81.0% |
| Participation rate | 36.7% | 75.1%-38.4pp | 81.6%-45.0pp | 70.8%-34.2pp |
| Annual return | 9.22% | 23.61%-14.4pp | 12.94%-3.7pp | 17.84%-8.6pp |
| Employer contribution / active EE | $59 | $3,136-98.1% | $5,216-98.9% | $2,790-97.9% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,354 | $12,753-50.2% | $21,981-71.1% | $8,951-29.0% |