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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 | $134,817-96.6% | $123,973-96.3% | $155,188-97.0% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.7%-60.0pp | 80.8%-64.1pp |
| Annual return | 3.47% | 515.49%-512.0pp | 388.13%-384.7pp | 148.84%-145.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,002 | $5,706-64.9% | $5,247-61.9% | $6,531-69.4% |
| Admin fee / account holder | $28,289 | $13,245+113.6% | $11,799+139.8% | $14,480+95.4% |