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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 | $6,880 | $76,551-91.0% | $123,894-94.4% | $62,881-89.1% |
| Participation rate | 39.4% | 73.0%-33.6pp | 81.4%-42.0pp | 69.3%-29.9pp |
| Annual return | 2.49% | 18.68%-16.2pp | 47.52%-45.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,342 | $4,840-51.6% | $5,984-60.9% | $3,203-26.9% |
| Admin fee / account holder | $709 | $4,826-85.3% | $8,357-91.5% | $4,296-83.5% |