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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 | $2,266 | $102,429-97.8% | $147,096-98.5% | $80,925-97.2% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 7.93% | 135.02%-127.1pp | 419.75%-411.8pp | 35.65%-27.7pp |
| Employer contribution / active EE | $329 | $3,716-91.2% | $4,936-93.3% | $2,756-88.1% |
| Participant deferral / active EE | $2,683 | $6,649-59.6% | $8,071-66.8% | $4,299-37.6% |
| Admin fee / account holder | $63,450 | $7,957+697.4% | $13,005+387.9% | $6,940+814.2% |