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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 | $17,683 | $78,520-77.5% | $96,576-81.7% | $82,448-78.6% |
| Participation rate | 65.6% | 77.7%-12.1pp | 81.4%-15.8pp | 68.1%-2.4pp |
| Annual return | 12.87% | 41.30%-28.4pp | 38.47%-25.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,163 | $6,754-8.8% | $7,956-22.5% | $4,139+48.9% |
| Admin fee / account holder | $17,930 | $13,455+33.3% | $11,381+57.5% | $7,234+147.9% |