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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 | $7,530 | $29,525-74.5% | $56,033-86.6% | $77,736-90.3% |
| Participation rate | 5.9% | 32.7%-26.8pp | 52.5%-46.6pp | 70.6%-64.7pp |
| Annual return | 7.57% | 18.90%-11.3pp | 1711.38%-1703.8pp | 31.26%-23.7pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $448 | $1,062-57.8% | $1,954-77.1% | $4,651-90.4% |
| Admin fee / account holder | $391 | $1,040-62.4% | $2,827-86.2% | $433-9.7% |