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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 | $10,017 | $86,050-88.4% | $189,758-94.7% | $94,015-89.3% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 8.69% | 17.77%-9.1pp | 52.62%-43.9pp | 17.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,384 | $3,349-58.7% | $5,856-76.4% | $4,249-67.4% |
| Admin fee / account holder | $1,723 | $6,627-74.0% | $20,388-91.5% | $8,951-80.7% |