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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 | $10,791 | $54,763-80.3% | $90,324-88.1% | $72,976-85.2% |
| Participation rate | 54.3% | 65.2%-10.9pp | 73.3%-19.0pp | 69.5%-15.2pp |
| Annual return | 15.15% | 30.63%-15.5pp | 78.15%-63.0pp | 81.02%-65.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,027 | $2,887-64.4% | $3,885-73.6% | $3,608-71.5% |
| Admin fee / account holder | $4,392 | $3,973+10.5% | $5,356-18.0% | $5,124-14.3% |