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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 | $4,928 | $36,844-86.6% | $83,854-94.1% | $65,306-92.5% |
| Participation rate | 34.6% | 29.2%+5.4pp | 59.1%-24.5pp | 57.7%-23.1pp |
| Annual return | 8.22% | 22.28%-14.1pp | 31.39%-23.2pp | 21.94%-13.7pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,487 | $1,040+43.0% | $2,035-27.0% | $2,959-49.8% |
| Admin fee / account holder | $721 | $2,546-71.7% | $3,197-77.4% | $3,480-79.3% |