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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 | $3,902 | $110,278-96.5% | $95,740-95.9% | $139,466-97.2% |
| Participation rate | 65.0% | 75.7%-10.7pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 6.03% | 27.19%-21.2pp | 28.41%-22.4pp | 373.66%-367.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,428 | $4,674-48.1% | $4,244-42.8% | $6,712-63.8% |
| Admin fee / account holder | $655 | $6,613-90.1% | $5,676-88.5% | $11,409-94.3% |