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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 | $23,134 | $69,977-66.9% | $108,582-78.7% | $62,881-63.2% |
| Participation rate | 45.8% | 72.9%-27.1pp | 79.6%-33.7pp | 69.3%-23.5pp |
| Annual return | 4.72% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,897 | $3,165-8.4% | $4,311-32.8% | $3,203-9.5% |
| Admin fee / account holder | $1,886 | $5,076-62.9% | $7,645-75.3% | $4,296-56.1% |