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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 | $76,407-93.4% | $150,298-96.7% | $82,448-93.9% |
| Participation rate | 65.1% | 66.4%-1.3pp | 77.8%-12.7pp | 68.1%-3.0pp |
| Annual return | 12.24% | 39.99%-27.8pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $54 | $2,614-97.9% | $4,154-98.7% | $2,551-97.9% |
| Participant deferral / active EE | $971 | $3,214-69.8% | $5,453-82.2% | $4,139-76.5% |
| Admin fee / account holder | $1,744 | $6,352-72.5% | $14,116-87.6% | $7,234-75.9% |