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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 | $6,997 | $124,351-94.4% | $109,188-93.6% | $167,553-95.8% |
| Participation rate | 47.6% | 79.4%-31.8pp | 75.9%-28.3pp | 82.1%-34.5pp |
| Annual return | 8.44% | 26.04%-17.6pp | 25.76%-17.3pp | 478.89%-470.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,822 | $5,257-65.3% | $4,654-60.8% | $6,343-71.3% |
| Admin fee / account holder | $4,107 | $7,975-48.5% | $6,755-39.2% | $12,316-66.7% |