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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 | $16,061 | $115,810-86.1% | $101,271-84.1% | $158,966-89.9% |
| Participation rate | 30.4% | 79.4%-48.9pp | 75.8%-45.4pp | 82.0%-51.5pp |
| Annual return | 7.11% | 56.15%-49.0pp | 46.48%-39.4pp | 302.95%-295.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,805 | $4,958-43.4% | $4,371-35.8% | $5,983-53.1% |
| Admin fee / account holder | $67,387 | $7,248+829.7% | $5,948+1033.0% | $11,250+499.0% |