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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 | $3,986 | $78,690-94.9% | $161,489-97.5% | $87,485-95.4% |
| Participation rate | 16.7% | 67.5%-50.8pp | 78.7%-62.0pp | 68.9%-52.3pp |
| Annual return | 8.69% | 32.74%-24.1pp | 89.72%-81.0pp | 26.06%-17.4pp |
| Employer contribution / active EE | $272 | $2,588-89.5% | $4,268-93.6% | $2,596-89.5% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,190 | $6,724-82.3% | $16,006-92.6% | $7,775-84.7% |