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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 | $3,386 | $145,897-97.7% | $4,309-21.4% | $145,897-97.7% |
| Participation rate | 16.7% | 80.3%-63.6pp | 58.3%-41.7pp | 80.3%-63.6pp |
| Annual return | 4.69% | 552.29%-547.6pp | 8.96%-4.3pp | 552.29%-547.6pp |
| Employer contribution / active EE | $515 | $4,663-89.0% | $391+31.6% | $4,663-89.0% |
| Participant deferral / active EE | $2,721 | $6,689-59.3% | $2,831-3.9% | $6,689-59.3% |
| Admin fee / account holder | $4,558 | $13,390-66.0% | $2,280+99.9% | $13,390-66.0% |