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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 | $20,565 | $79,209-74.0% | $102,434-79.9% | $74,459-72.4% |
| Participation rate | 45.5% | 74.8%-29.3pp | 76.5%-31.1pp | 67.2%-21.8pp |
| Annual return | 11.15% | 54.98%-43.8pp | 29.46%-18.3pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,327 | $4,417-24.7% | $5,055-34.2% | $4,350-23.5% |
| Admin fee / account holder | $5,591 | $2,002+179.3% | $9,462-40.9% | $1,945+187.5% |