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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 | $8,227 | $95,406-91.4% | $185,849-95.6% | $85,847-90.4% |
| Participation rate | 23.3% | 68.8%-45.4pp | 81.7%-58.4pp | 69.3%-46.0pp |
| Annual return | 7.03% | 23.59%-16.6pp | 122.10%-115.1pp | 318.61%-311.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,656 | $3,424-51.6% | $5,569-70.3% | $3,952-58.1% |
| Admin fee / account holder | $11,845 | $7,214+64.2% | $16,244-27.1% | $6,261+89.2% |