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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 | $9,469 | $48,078-80.3% | $78,676-88.0% | $62,881-84.9% |
| Participation rate | 59.4% | 65.2%-5.8pp | 73.6%-14.2pp | 69.3%-9.9pp |
| Annual return | 3.75% | 31.36%-27.6pp | 62.19%-58.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,181 | $2,587-54.3% | $3,517-66.4% | $3,203-63.1% |
| Admin fee / account holder | $302 | $3,206-90.6% | $4,510-93.3% | $4,296-93.0% |