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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 | $7,707 | $162,812-95.3% | $133,971-94.2% | $158,966-95.2% |
| Participation rate | 18.2% | 83.2%-65.0pp | 79.8%-61.7pp | 82.0%-63.8pp |
| Annual return | 3.47% | 41.94%-38.5pp | 45.09%-41.6pp | 302.95%-299.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,682 | $5,910-54.6% | $5,047-46.9% | $5,983-55.2% |
| Admin fee / account holder | $44,555 | $11,741+279.5% | $8,929+399.0% | $11,250+296.0% |