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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 | $7,083 | $56,110-87.4% | $94,993-92.5% | $70,126-89.9% |
| Participation rate | 28.1% | 65.0%-36.9pp | 73.9%-45.8pp | 69.5%-41.4pp |
| Annual return | 5.03% | 51.02%-46.0pp | 27.14%-22.1pp | 73.15%-68.1pp |
| Employer contribution / active EE | $56 | $1,442-96.1% | $2,603-97.9% | $2,343-97.6% |
| Participant deferral / active EE | $1,070 | $2,391-55.3% | $3,317-67.8% | $3,332-67.9% |
| Admin fee / account holder | $1,636 | $3,456-52.7% | $4,960-67.0% | $4,645-64.8% |