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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 | $8,680 | $47,944-81.9% | $67,834-87.2% | $62,881-86.2% |
| Participation rate | 59.8% | 61.1%-1.3pp | 68.8%-9.0pp | 69.3%-9.5pp |
| Annual return | 4.00% | 11.77%-7.8pp | 138.47%-134.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,000 | $2,247-55.5% | $3,160-68.4% | $3,203-68.8% |
| Admin fee / account holder | $2,810 | $3,712-24.3% | $4,622-39.2% | $4,296-34.6% |