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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 | $8,359 | $45,343-81.6% | $150,298-94.4% | $67,986-87.7% |
| Participation rate | 19.8% | 51.9%-32.0pp | 77.8%-57.9pp | 57.2%-37.4pp |
| Annual return | 4.70% | 33.28%-28.6pp | 62.79%-58.1pp | 31.67%-27.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $606 | $2,055-70.5% | $5,453-88.9% | $3,358-82.0% |
| Admin fee / account holder | $3,238 | $2,250+43.9% | $14,116-77.1% | $3,203+1.1% |