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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 | $18,409 | $109,782-83.2% | $260,467-92.9% | $94,015-80.4% |
| Participation rate | 60.7% | 67.2%-6.5pp | 80.5%-19.7pp | 70.8%-10.1pp |
| Annual return | 4.77% | 18.60%-13.8pp | 100.60%-95.8pp | 17.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,562 | $4,044-36.6% | $6,319-59.5% | $4,249-39.7% |
| Admin fee / account holder | $2,768 | $11,958-76.9% | $15,461-82.1% | $8,951-69.1% |