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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 | $5,565 | $47,479-88.3% | $62,929-91.2% | $82,448-93.3% |
| Participation rate | 55.8% | 66.9%-11.1pp | 73.1%-17.3pp | 68.1%-12.3pp |
| Annual return | 11.12% | 20.34%-9.2pp | 1063.93%-1052.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $298 | $1,885-84.2% | $2,505-88.1% | $2,551-88.3% |
| Participant deferral / active EE | $848 | $2,870-70.5% | $3,888-78.2% | $4,139-79.5% |
| Admin fee / account holder | $2,470 | $3,804-35.1% | $5,065-51.2% | $7,234-65.9% |