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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 | $9,755 | $85,766-88.6% | $136,298-92.8% | $70,126-86.1% |
| Participation rate | 52.8% | 74.2%-21.4pp | 81.9%-29.1pp | 69.5%-16.8pp |
| Annual return | 5.12% | 31.46%-26.3pp | 5156.27%-5151.2pp | 73.15%-68.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,701 | $5,051-6.9% | $6,247-24.8% | $3,332+41.1% |
| Admin fee / account holder | $817 | $5,421-84.9% | $9,244-91.2% | $4,645-82.4% |