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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 | $6,305 | $81,358-92.2% | $155,556-95.9% | $80,959-92.2% |
| Participation rate | 42.0% | 66.3%-24.2pp | 78.2%-36.2pp | 67.7%-25.6pp |
| Annual return | 3.98% | 33.39%-29.4pp | 64.84%-60.9pp | 35.67%-31.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,203 | $3,455-65.2% | $5,631-78.6% | $4,300-72.0% |
| Admin fee / account holder | $1,867 | $7,994-76.6% | $15,885-88.2% | $6,925-73.0% |