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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 | $11,261 | $85,171-86.8% | $172,752-93.5% | $72,975-84.6% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 13.52% | 27.32%-13.8pp | 802.97%-789.4pp | 81.01%-67.5pp |
| Employer contribution / active EE | $160 | $3,324-95.2% | $5,144-96.9% | $2,440-93.4% |
| Participant deferral / active EE | $1,019 | $3,260-68.8% | $5,198-80.4% | $3,608-71.8% |
| Admin fee / account holder | $3,593 | $5,880-38.9% | $13,955-74.3% | $5,124-29.9% |