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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 | $4,982 | $84,236-94.1% | $170,435-97.1% | $70,126-92.9% |
| Participation rate | 52.9% | 70.8%-17.9pp | 83.6%-30.7pp | 69.5%-16.6pp |
| Annual return | 7.16% | 23.06%-15.9pp | 205.94%-198.8pp | 73.15%-66.0pp |
| Employer contribution / active EE | $179 | $3,387-94.7% | $5,432-96.7% | $2,343-92.4% |
| Participant deferral / active EE | $1,413 | $3,086-54.2% | $4,939-71.4% | $3,332-57.6% |
| Admin fee / account holder | $12,863 | $5,698+125.7% | $13,881-7.3% | $4,645+176.9% |