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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 | $10,079 | $52,580-80.8% | $71,671-85.9% | $70,124-85.6% |
| Participation rate | 10.7% | 60.9%-50.2pp | 68.7%-58.0pp | 69.5%-58.8pp |
| Annual return | 5.56% | 20.25%-14.7pp | 20.65%-15.1pp | 73.14%-67.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $907 | $2,386-62.0% | $3,438-73.6% | $3,332-72.8% |
| Admin fee / account holder | $90,749 | $3,653+2384.4% | $5,558+1532.6% | $4,645+1853.5% |