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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 | $55,889-90.0% | $76,119-92.6% | $80,935-93.1% |
| Participation rate | 20.0% | 62.1%-42.1pp | 69.1%-49.1pp | 67.7%-47.7pp |
| Annual return | 0.21% | 20.58%-20.4pp | 361.25%-361.0pp | 35.66%-35.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,815 | $3,051-40.5% | $4,259-57.4% | $4,299-57.8% |
| Admin fee / account holder | $2,681 | $5,241-48.8% | $6,421-58.2% | $6,924-61.3% |