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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 | $10,747 | $73,787-85.4% | $98,716-89.1% | $82,448-87.0% |
| Participation rate | 36.2% | 61.4%-25.2pp | 69.3%-33.1pp | 68.1%-31.8pp |
| Annual return | 12.16% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,447 | $3,081-53.0% | $4,048-64.3% | $4,139-65.0% |
| Admin fee / account holder | $6,245 | $6,500-3.9% | $8,703-28.2% | $7,234-13.7% |