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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 | $21,726 | $76,371-71.6% | $93,621-76.8% | $72,975-70.2% |
| Participation rate | 52.0% | 71.8%-19.8pp | 75.8%-23.8pp | 69.5%-17.5pp |
| Annual return | 14.70% | 25.82%-11.1pp | 32.76%-18.1pp | 81.01%-66.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,924 | $3,538-45.6% | $4,070-52.7% | $3,608-46.7% |
| Admin fee / account holder | $40,624 | $6,839+494.0% | $7,890+414.9% | $5,124+692.8% |