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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 | $1,814 | $54,541-96.7% | $78,778-97.7% | $70,126-97.4% |
| Participation rate | 32.7% | 60.8%-28.1pp | 69.2%-36.5pp | 69.5%-36.8pp |
| Annual return | 1.72% | 21.07%-19.3pp | 35.62%-33.9pp | 73.15%-71.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,078 | $2,210-51.2% | $2,958-63.6% | $3,332-67.6% |
| Admin fee / account holder | $4,104 | $3,709+10.7% | $5,134-20.1% | $4,645-11.7% |