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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 | $8,307 | $56,894-85.4% | $84,753-90.2% | $62,881-86.8% |
| Participation rate | 25.0% | 68.5%-43.5pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 2.45% | 6.30%-3.9pp | 22.78%-20.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $352 | $2,400-85.3% | $3,574-90.2% | $2,281-84.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $461 | $3,581-87.1% | $5,333-91.4% | $4,296-89.3% |