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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 | $3,741 | $48,078-92.2% | $78,676-95.2% | $62,881-94.1% |
| Participation rate | 43.3% | 65.2%-21.9pp | 73.6%-30.2pp | 69.3%-26.0pp |
| Annual return | 1.15% | 31.36%-30.2pp | 62.19%-61.0pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,125 | $2,587-56.5% | $3,517-68.0% | $3,203-64.9% |
| Admin fee / account holder | $383 | $3,206-88.0% | $4,510-91.5% | $4,296-91.1% |