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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 | $19,288 | $87,834-78.0% | $133,975-85.6% | $62,881-69.3% |
| Participation rate | 64.7% | 83.4%-18.7pp | 87.1%-22.4pp | 69.3%-4.6pp |
| Annual return | 1.58% | 12.05%-10.5pp | 29.29%-27.7pp | 20.14%-18.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,498 | $4,812-6.5% | $6,282-28.4% | $3,203+40.4% |
| Admin fee / account holder | $2,067 | $5,372-61.5% | $9,324-77.8% | $4,296-51.9% |