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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 | $9,016 | $81,504-88.9% | $102,437-91.2% | $80,959-88.9% |
| Participation rate | 39.3% | 66.9%-27.6pp | 74.5%-35.2pp | 67.7%-28.4pp |
| Annual return | 9.27% | 25.60%-16.3pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,726 | $3,871-55.4% | $5,060-65.9% | $4,300-59.9% |
| Admin fee / account holder | $3,532 | $6,719-47.4% | $8,388-57.9% | $6,925-49.0% |