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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 | $1,969 | $77,908-97.5% | $149,696-98.7% | $75,173-97.4% |
| Participation rate | 61.5% | 65.6%-4.0pp | 78.8%-17.2pp | 67.2%-5.7pp |
| Annual return | 10.32% | 31.73%-21.4pp | 134.46%-124.1pp | 160.72%-150.4pp |
| Employer contribution / active EE | $159 | $3,138-94.9% | $4,821-96.7% | $2,671-94.0% |
| Participant deferral / active EE | $1,417 | $3,411-58.5% | $5,682-75.1% | $4,126-65.7% |
| Admin fee / account holder | $2,867 | $5,950-51.8% | $13,212-78.3% | $5,651-49.3% |