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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 | $4,624 | $129,737-96.4% | $119,126-96.1% | $154,746-97.0% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 3.47% | 379.08%-375.6pp | 282.11%-278.6pp | 172.34%-168.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,002 | $5,842-65.7% | $5,318-62.4% | $6,730-70.3% |
| Admin fee / account holder | $28,289 | $11,961+136.5% | $10,693+164.6% | $14,365+96.9% |