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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 | $9,143 | $77,638-88.2% | $156,551-94.2% | $62,881-85.5% |
| Participation rate | 44.8% | 71.2%-26.4pp | 84.0%-39.2pp | 69.3%-24.5pp |
| Annual return | 4.13% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $272 | $3,444-92.1% | $5,501-95.0% | $2,281-88.1% |
| Participant deferral / active EE | $862 | $3,046-71.7% | $4,871-82.3% | $3,203-73.1% |
| Admin fee / account holder | $1,240 | $5,561-77.7% | $13,028-90.5% | $4,296-71.1% |