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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 | $11,008 | $56,894-80.7% | $84,753-87.0% | $62,881-82.5% |
| Participation rate | 10.9% | 68.5%-57.7pp | 76.6%-65.7pp | 69.3%-58.4pp |
| Annual return | 2.98% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $151 | $2,400-93.7% | $3,574-95.8% | $2,281-93.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,849 | $3,581+7.5% | $5,333-27.8% | $4,296-10.4% |