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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 | $5,615 | $56,063-90.0% | $76,051-92.6% | $80,911-93.1% |
| Participation rate | 20.0% | 62.0%-42.0pp | 69.1%-49.1pp | 67.6%-47.6pp |
| Annual return | 0.21% | 20.54%-20.3pp | 360.42%-360.2pp | 35.63%-35.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,815 | $3,052-40.5% | $4,257-57.4% | $4,297-57.8% |
| Admin fee / account holder | $2,681 | $5,240-48.8% | $6,416-58.2% | $6,935-61.3% |