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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 | $2,210 | $81,457-97.3% | $103,378-97.9% | $80,911-97.3% |
| Participation rate | 43.8% | 66.8%-23.1pp | 74.5%-30.8pp | 67.6%-23.9pp |
| Annual return | 10.00% | 25.58%-15.6pp | 24.91%-14.9pp | 35.63%-25.6pp |
| Employer contribution / active EE | $361 | $3,107-88.4% | $3,870-90.7% | $2,756-86.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,369 | $6,717-79.6% | $8,401-83.7% | $6,935-80.3% |