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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 | $6,050 | $45,043-86.6% | $85,063-92.9% | $74,400-91.9% |
| Participation rate | 31.4% | 49.4%-18.0pp | 67.5%-36.1pp | 67.2%-35.8pp |
| Annual return | 10.95% | 26.26%-15.3pp | 66.54%-55.6pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $845 | $2,733-69.1% | $4,523-81.3% | $4,348-80.6% |
| Admin fee / account holder | $2,293 | $2,210+3.8% | $6,155-62.7% | $1,944+18.0% |