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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 | $8,316 | $91,086-90.9% | $203,872-95.9% | $86,983-90.4% |
| Participation rate | 35.0% | 65.8%-30.8pp | 77.8%-42.8pp | 69.5%-34.5pp |
| Annual return | 9.87% | 22.30%-12.4pp | 85.11%-75.2pp | 25.83%-16.0pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,402 | $4,019-65.1% | $6,388-78.1% | $4,194-66.6% |
| Admin fee / account holder | $4,332 | $8,987-51.8% | $11,730-63.1% | $7,856-44.9% |