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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 | $5,868 | $77,638-92.4% | $156,551-96.3% | $62,881-90.7% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | 1.69% | 50.33%-48.6pp | 32.23%-30.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,401 | $3,046-54.0% | $4,871-71.2% | $3,203-56.3% |
| Admin fee / account holder | $1,740 | $5,561-68.7% | $13,028-86.6% | $4,296-59.5% |