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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 | $7,903 | $61,166-87.1% | $185,849-95.7% | $79,391-90.0% |
| Participation rate | 45.1% | 66.6%-21.5pp | 81.7%-36.6pp | 70.7%-25.6pp |
| Annual return | 5.43% | 19.45%-14.0pp | 122.10%-116.7pp | 116.88%-111.4pp |
| Employer contribution / active EE | $391 | $2,321-83.1% | $5,169-92.4% | $2,428-83.9% |
| Participant deferral / active EE | $1,314 | $2,789-52.9% | $5,569-76.4% | $4,046-67.5% |
| Admin fee / account holder | $2,411 | $710+239.7% | $16,244-85.2% | $627+284.8% |