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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 | $12,688 | $78,423-83.8% | $95,964-86.8% | $79,856-84.1% |
| Participation rate | 38.6% | 73.5%-34.9pp | 77.1%-38.5pp | 69.6%-31.1pp |
| Annual return | 9.93% | 19.37%-9.4pp | 91.64%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $305 | $1,945-84.3% | $2,541-88.0% | $2,471-87.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,015 | $5,622-64.2% | $6,797-70.4% | $5,306-62.0% |