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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 | $6,831 | $102,393-93.3% | $147,041-95.4% | $80,911-91.6% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 11.38% | 134.95%-123.6pp | 419.21%-407.8pp | 35.63%-24.3pp |
| Employer contribution / active EE | $850 | $3,715-77.1% | $4,935-82.8% | $2,756-69.2% |
| Participant deferral / active EE | $3,093 | $6,647-53.5% | $8,071-61.7% | $4,297-28.0% |
| Admin fee / account holder | $4,136 | $7,943-47.9% | $13,006-68.2% | $6,935-40.4% |