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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 | $6,584 | $77,638-91.5% | $156,551-95.8% | $62,881-89.5% |
| Participation rate | 39.1% | 71.2%-32.1pp | 84.0%-44.9pp | 69.3%-30.2pp |
| Annual return | 2.37% | 50.33%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,389 | $3,046-54.4% | $4,871-71.5% | $3,203-56.6% |
| Admin fee / account holder | $787 | $5,561-85.8% | $13,028-94.0% | $4,296-81.7% |