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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 | $8,227 | $85,171-90.3% | $172,752-95.2% | $72,975-88.7% |
| Participation rate | 38.7% | 70.1%-31.4pp | 82.6%-43.9pp | 69.5%-30.8pp |
| Annual return | 10.83% | 27.32%-16.5pp | 802.97%-792.1pp | 81.01%-70.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,140 | $3,260-34.3% | $5,198-58.8% | $3,608-40.7% |
| Admin fee / account holder | $558 | $5,880-90.5% | $13,955-96.0% | $5,124-89.1% |