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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 | $10,147 | $48,570-79.1% | $130,660-92.2% | $72,975-86.1% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 14.16% | 38.63%-24.5pp | 1709.29%-1695.1pp | 81.01%-66.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,112 | $2,384-53.3% | $3,603-69.1% | $3,608-69.2% |
| Admin fee / account holder | $4,472 | $3,549+26.0% | $5,463-18.1% | $5,124-12.7% |