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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 | $7,091 | $115,225-93.8% | $100,712-93.0% | $138,895-94.9% |
| Participation rate | 61.5% | 74.3%-12.8pp | 69.3%-7.7pp | 79.9%-18.4pp |
| Annual return | 5.36% | 40.35%-35.0pp | 33.27%-27.9pp | 145.39%-140.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,222 | $4,699-74.0% | $4,085-70.1% | $6,396-80.9% |
| Admin fee / account holder | $894 | $10,844-91.8% | $9,256-90.3% | $12,562-92.9% |