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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 | $17,914 | $73,787-75.7% | $98,716-81.9% | $82,448-78.3% |
| Participation rate | 36.2% | 61.4%-25.2pp | 69.3%-33.1pp | 68.1%-31.9pp |
| Annual return | 10.91% | 18.57%-7.7pp | 31.81%-20.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,234 | $3,081-60.0% | $4,048-69.5% | $4,139-70.2% |
| Admin fee / account holder | $1,842 | $6,500-71.7% | $8,703-78.8% | $7,234-74.5% |