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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 | $7,768 | $61,125-87.3% | $94,057-91.7% | $87,485-91.1% |
| Participation rate | 64.7% | 64.1%+0.6pp | 73.3%-8.6pp | 68.9%-4.2pp |
| Annual return | 11.67% | 35.20%-23.5pp | 480.62%-468.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,068 | $3,260-67.2% | $4,709-77.3% | $4,274-75.0% |
| Admin fee / account holder | $3,604 | $5,629-36.0% | $7,244-50.3% | $7,775-53.6% |