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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 | $5,020 | $78,690-93.6% | $161,489-96.9% | $87,485-94.3% |
| Participation rate | 65.1% | 67.5%-2.4pp | 78.7%-13.6pp | 68.9%-3.9pp |
| Annual return | 12.24% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $54 | $2,588-97.9% | $4,268-98.7% | $2,596-97.9% |
| Participant deferral / active EE | $971 | $3,311-70.7% | $5,630-82.8% | $4,274-77.3% |
| Admin fee / account holder | $1,744 | $6,724-74.1% | $16,006-89.1% | $7,775-77.6% |