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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 | $21,993 | $109,359-79.9% | $162,185-86.4% | $72,976-69.9% |
| Participation rate | 11.5% | 84.3%-72.7pp | 87.6%-76.0pp | 69.5%-58.0pp |
| Annual return | 4.65% | 25.46%-20.8pp | 115.61%-111.0pp | 81.02%-76.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,154 | $5,481-42.5% | $7,297-56.8% | $3,608-12.6% |
| Admin fee / account holder | $2,058 | $7,972-74.2% | $10,844-81.0% | $5,124-59.8% |