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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 | $5,751 | $52,279-89.0% | $89,435-93.6% | $79,856-92.8% |
| Participation rate | 14.3% | 57.5%-43.3pp | 68.0%-53.7pp | 69.6%-55.4pp |
| Annual return | 5.28% | 22.16%-16.9pp | 245.55%-240.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,482 | $2,740-45.9% | $3,890-61.9% | $3,741-60.4% |
| Admin fee / account holder | $9,596 | $3,356+185.9% | $4,884+96.5% | $5,306+80.8% |