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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 | $6,130 | $76,368-92.0% | $67,681-90.9% | $154,746-96.0% |
| Participation rate | 37.5% | 79.0%-41.5pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 8.89% | 1066.77%-1057.9pp | 590.58%-581.7pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,272 | $4,824-52.9% | $3,976-42.9% | $6,730-66.2% |
| Admin fee / account holder | $2,845 | $8,559-66.8% | $6,100-53.4% | $14,365-80.2% |