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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 | $2,821 | $85,060-96.7% | $70,565-96.0% | $139,487-98.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 10.36% | 30.39%-20.0pp | 32.79%-22.4pp | 373.84%-363.5pp |
| Employer contribution / active EE | $398 | $3,912-89.8% | $2,976-86.6% | $4,755-91.6% |
| Participant deferral / active EE | $1,194 | $5,891-79.7% | $4,568-73.9% | $6,713-82.2% |
| Admin fee / account holder | $17,536 | $8,932+96.3% | $6,430+172.7% | $11,407+53.7% |