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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 | $3,374 | $57,140-94.1% | $85,240-96.0% | $80,959-95.8% |
| Participation rate | 61.5% | 56.4%+5.1pp | 67.5%-6.0pp | 67.7%-6.1pp |
| Annual return | 9.51% | 21.71%-12.2pp | 66.75%-57.2pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,098 | $3,115-32.6% | $4,527-53.6% | $4,300-51.2% |
| Admin fee / account holder | $749 | $4,992-85.0% | $6,165-87.9% | $6,925-89.2% |