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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 | $9,700 | $85,171-88.6% | $172,752-94.4% | $72,975-86.7% |
| Participation rate | 26.9% | 70.1%-43.1pp | 82.6%-55.7pp | 69.5%-42.6pp |
| Annual return | 15.55% | 27.32%-11.8pp | 802.97%-787.4pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $945 | $3,260-71.0% | $5,198-81.8% | $3,608-73.8% |
| Admin fee / account holder | $3,650 | $5,880-37.9% | $13,955-73.8% | $5,124-28.8% |