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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 | $7,514 | $157,829-95.2% | $136,867-94.5% | $198,609-96.2% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 1.18% | 51.25%-50.1pp | 42.97%-41.8pp | 202.70%-201.5pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,678 | $5,463-32.7% | $4,924-25.3% | $6,977-47.3% |
| Admin fee / account holder | $477 | $11,107-95.7% | $10,340-95.4% | $19,030-97.5% |