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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 | $9,890 | $56,431-82.5% | $130,788-92.4% | $87,485-88.7% |
| Participation rate | 13.0% | 58.9%-46.0pp | 70.1%-57.1pp | 68.9%-56.0pp |
| Annual return | 9.74% | 91.27%-81.5pp | 386.44%-376.7pp | 26.06%-16.3pp |
| Employer contribution / active EE | $139 | $1,549-91.0% | $3,558-96.1% | $2,596-94.6% |
| Participant deferral / active EE | $817 | $2,749-70.3% | $4,137-80.2% | $4,274-80.9% |
| Admin fee / account holder | $20,622 | $4,433+365.2% | $6,673+209.1% | $7,775+165.2% |