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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 | $8,858 | $77,908-88.6% | $149,696-94.1% | $75,173-88.2% |
| Participation rate | 20.5% | 65.6%-45.1pp | 78.8%-58.3pp | 67.2%-46.7pp |
| Annual return | 7.64% | 31.73%-24.1pp | 134.46%-126.8pp | 160.72%-153.1pp |
| Employer contribution / active EE | $118 | $3,138-96.2% | $4,821-97.6% | $2,671-95.6% |
| Participant deferral / active EE | $1,037 | $3,411-69.6% | $5,682-81.7% | $4,126-74.9% |
| Admin fee / account holder | $1,432 | $5,950-75.9% | $13,212-89.2% | $5,651-74.6% |