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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 | $13,190 | $106,864-87.7% | $147,318-91.0% | $82,637-84.0% |
| Participation rate | 8.6% | 75.5%-66.9pp | 82.1%-73.5pp | 68.1%-59.5pp |
| Annual return | 11.18% | 27.49%-16.3pp | 70.43%-59.3pp | 53.51%-42.3pp |
| Employer contribution / active EE | $8 | $3,417-99.8% | $4,593-99.8% | $2,552-99.7% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,685 | $8,415-80.0% | $13,708-87.7% | $7,339-77.0% |