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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 | $7,461 | $91,167-91.8% | $178,498-95.8% | $79,858-90.7% |
| Participation rate | 16.2% | 69.2%-53.0pp | 81.9%-65.7pp | 69.6%-53.4pp |
| Annual return | 7.48% | 24.19%-16.7pp | 151.09%-143.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $174 | $3,255-94.6% | $5,011-96.5% | $2,471-92.9% |
| Participant deferral / active EE | $1,663 | $3,236-48.6% | $5,202-68.0% | $3,740-55.5% |
| Admin fee / account holder | $34,758 | $6,747+415.1% | $13,985+148.5% | $5,306+555.1% |