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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 | $11,465 | $81,487-85.9% | $102,412-88.8% | $80,935-85.8% |
| Participation rate | 56.3% | 66.8%-10.5pp | 74.5%-18.2pp | 67.7%-11.3pp |
| Annual return | 6.19% | 25.60%-19.4pp | 24.94%-18.7pp | 35.66%-29.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,666 | $3,871-31.1% | $5,060-47.3% | $4,299-38.0% |
| Admin fee / account holder | $2,613 | $6,717-61.1% | $8,388-68.8% | $6,924-62.3% |