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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 | $2,506 | $77,920-96.8% | $149,723-98.3% | $75,177-96.7% |
| Participation rate | 30.4% | 65.6%-35.1pp | 78.8%-48.3pp | 67.2%-36.8pp |
| Annual return | 11.44% | 31.72%-20.3pp | 134.50%-123.1pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,905 | $3,411-44.1% | $5,682-66.5% | $4,126-53.8% |
| Admin fee / account holder | $723 | $5,951-87.8% | $13,215-94.5% | $5,651-87.2% |