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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 | $6,162 | $52,279-88.2% | $89,400-93.1% | $79,858-92.3% |
| Participation rate | 15.6% | 57.5%-42.0pp | 68.0%-52.4pp | 69.6%-54.1pp |
| Annual return | 10.55% | 22.16%-11.6pp | 245.64%-235.1pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $885 | $2,740-67.7% | $3,890-77.3% | $3,740-76.3% |
| Admin fee / account holder | $7,307 | $3,356+117.7% | $4,882+49.7% | $5,306+37.7% |