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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 | $5,121 | $77,908-93.4% | $149,696-96.6% | $75,173-93.2% |
| Participation rate | 26.3% | 65.6%-39.3pp | 78.8%-52.5pp | 67.2%-41.0pp |
| Annual return | 3.35% | 31.73%-28.4pp | 134.46%-131.1pp | 160.72%-157.4pp |
| Employer contribution / active EE | $251 | $3,138-92.0% | $4,821-94.8% | $2,671-90.6% |
| Participant deferral / active EE | $896 | $3,411-73.7% | $5,682-84.2% | $4,126-78.3% |
| Admin fee / account holder | $992 | $5,950-83.3% | $13,212-92.5% | $5,651-82.4% |