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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 | $7,543 | $54,679-86.2% | $76,119-90.1% | $74,459-89.9% |
| Participation rate | 27.9% | 60.3%-32.5pp | 69.1%-41.2pp | 67.2%-39.3pp |
| Annual return | 5.01% | 31.90%-26.9pp | 361.25%-356.2pp | 1369.70%-1364.7pp |
| Employer contribution / active EE | $223 | $1,781-87.5% | $2,693-91.7% | $2,626-91.5% |
| Participant deferral / active EE | $1,107 | $3,072-64.0% | $4,259-74.0% | $4,350-74.6% |
| Admin fee / account holder | $1,650 | $2,238-26.3% | $6,421-74.3% | $1,945-15.1% |