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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 | $9,722 | $88,707-89.0% | $74,184-86.9% | $273,972-96.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 2.31% | 11.94%-9.6pp | 17.74%-15.4pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,307 | $4,212-45.2% | $3,550-35.0% | $5,287-56.4% |
| Admin fee / account holder | $2,010 | $8,717-76.9% | $5,586-64.0% | $10,133-80.2% |