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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 | $9,630 | $43,075-77.6% | $74,577-87.1% | $62,881-84.7% |
| Participation rate | 51.1% | 58.1%-6.9pp | 68.1%-17.0pp | 69.3%-18.2pp |
| Annual return | 3.28% | 17.50%-14.2pp | 20.47%-17.2pp | 20.14%-16.9pp |
| Employer contribution / active EE | $19 | $1,498-98.7% | $2,525-99.2% | $2,281-99.2% |
| Participant deferral / active EE | $1,084 | $2,389-54.6% | $3,458-68.7% | $3,203-66.2% |
| Admin fee / account holder | $635 | $2,840-77.6% | $4,138-84.7% | $4,296-85.2% |