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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 | $12,916 | $58,493-77.9% | $84,023-84.6% | $72,976-82.3% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 14.98% | 28.93%-13.9pp | 71.32%-56.3pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,022 | $2,394-15.5% | $3,239-37.6% | $3,608-44.0% |
| Admin fee / account holder | $1,499 | $4,569-67.2% | $6,102-75.4% | $5,124-70.8% |