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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 | $8,248 | $91,198-91.0% | $178,503-95.4% | $79,856-89.7% |
| Participation rate | 3.9% | 69.2%-65.3pp | 81.9%-78.0pp | 69.6%-65.7pp |
| Annual return | 6.63% | 24.20%-17.6pp | 151.12%-144.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $111 | $3,257-96.6% | $5,011-97.8% | $2,471-95.5% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,454 | $6,748+54.9% | $13,987-25.3% | $5,306+97.0% |