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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 | $11,768 | $77,638-84.8% | $156,551-92.5% | $62,881-81.3% |
| Participation rate | 35.4% | 71.2%-35.8pp | 84.0%-48.6pp | 69.3%-33.9pp |
| Annual return | 3.73% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $193 | $3,444-94.4% | $5,501-96.5% | $2,281-91.5% |
| Participant deferral / active EE | $831 | $3,046-72.7% | $4,871-82.9% | $3,203-74.1% |
| Admin fee / account holder | $9,808 | $5,561+76.4% | $13,028-24.7% | $4,296+128.3% |