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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 | $6,613 | $84,236-92.1% | $170,435-96.1% | $70,126-90.6% |
| Participation rate | 63.9% | 70.8%-6.9pp | 83.6%-19.7pp | 69.5%-5.6pp |
| Annual return | 10.87% | 23.06%-12.2pp | 205.94%-195.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,455 | $3,086-52.9% | $4,939-70.6% | $3,332-56.3% |
| Admin fee / account holder | $964 | $5,698-83.1% | $13,881-93.1% | $4,645-79.2% |