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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 | $5,588 | $55,902-90.0% | $76,030-92.7% | $80,959-93.1% |
| Participation rate | 40.7% | 62.1%-21.3pp | 69.1%-28.3pp | 67.7%-26.9pp |
| Annual return | 7.76% | 20.59%-12.8pp | 361.54%-353.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,670 | $3,051-45.3% | $4,257-60.8% | $4,300-61.2% |
| Admin fee / account holder | $2,564 | $5,239-51.1% | $6,421-60.1% | $6,925-63.0% |