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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 | $12,136 | $54,541-77.7% | $78,778-84.6% | $70,131-82.7% |
| Participation rate | 39.6% | 60.8%-21.2pp | 69.2%-29.6pp | 69.5%-30.0pp |
| Annual return | 12.15% | 21.07%-8.9pp | 35.62%-23.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,314 | $2,210-40.5% | $2,958-55.6% | $3,332-60.6% |
| Admin fee / account holder | $383 | $3,709-89.7% | $5,134-92.5% | $4,645-91.8% |