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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 | $273 | $81,262-99.7% | $155,602-99.8% | $80,911-99.7% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.6%-19.4pp |
| Annual return | 4.89% | 33.34%-28.5pp | 64.81%-59.9pp | 35.63%-30.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,472 | $3,451-57.3% | $5,629-73.8% | $4,297-65.7% |
| Admin fee / account holder | $2,056 | $7,992-74.3% | $15,923-87.1% | $6,935-70.4% |