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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 | $7,054 | $57,305-87.7% | $86,640-91.9% | $75,173-90.6% |
| Participation rate | 41.4% | 63.2%-21.8pp | 71.7%-30.3pp | 67.2%-25.8pp |
| Annual return | 13.44% | 2674.24%-2660.8pp | 592.52%-579.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $172 | $2,316-92.6% | $3,024-94.3% | $2,671-93.5% |
| Participant deferral / active EE | $1,158 | $3,320-65.1% | $4,438-73.9% | $4,126-71.9% |
| Admin fee / account holder | $4,438 | $4,116+7.8% | $5,616-21.0% | $5,651-21.5% |