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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 | $6,769 | $116,203-94.2% | $93,621-92.8% | $152,897-95.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 3.86% | 35.96%-32.1pp | 32.76%-28.9pp | 345.43%-341.6pp |
| Employer contribution / active EE | $184 | $3,219-94.3% | $2,719-93.2% | $4,764-96.1% |
| Participant deferral / active EE | $1,525 | $4,605-66.9% | $4,070-62.5% | $5,851-73.9% |
| Admin fee / account holder | $535 | $10,751-95.0% | $7,890-93.2% | $11,599-95.4% |