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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 | $6,199 | $85,171-92.7% | $172,752-96.4% | $72,975-91.5% |
| Participation rate | 53.8% | 70.1%-16.2pp | 82.6%-28.8pp | 69.5%-15.6pp |
| Annual return | 11.52% | 27.32%-15.8pp | 802.97%-791.5pp | 81.01%-69.5pp |
| Employer contribution / active EE | $291 | $3,324-91.3% | $5,144-94.3% | $2,440-88.1% |
| Participant deferral / active EE | $1,143 | $3,260-65.0% | $5,198-78.0% | $3,608-68.3% |
| Admin fee / account holder | $14,707 | $5,880+150.1% | $13,955+5.4% | $5,124+187.0% |