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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 | $5,145 | $61,125-91.6% | $94,057-94.5% | $87,485-94.1% |
| Participation rate | 47.1% | 64.1%-17.0pp | 73.3%-26.3pp | 68.9%-21.9pp |
| Annual return | 8.79% | 35.20%-26.4pp | 480.62%-471.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,096 | $3,260-66.4% | $4,709-76.7% | $4,274-74.3% |
| Admin fee / account holder | $4,482 | $5,629-20.4% | $7,244-38.1% | $7,775-42.4% |