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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 | $16,345 | $77,492-78.9% | $100,398-83.7% | $80,911-79.8% |
| Participation rate | 63.0% | 76.9%-14.0pp | 81.5%-18.5pp | 67.6%-4.7pp |
| Annual return | 11.85% | 37.23%-25.4pp | 49.32%-37.5pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,095 | $6,817-25.3% | $8,084-37.0% | $4,297+18.6% |
| Admin fee / account holder | $1,926 | $5,892-67.3% | $7,893-75.6% | $6,935-72.2% |