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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 | $7,160 | $77,908-90.8% | $149,696-95.2% | $75,173-90.5% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-31.0pp | 67.2%-19.4pp |
| Annual return | 9.67% | 31.73%-22.1pp | 134.46%-124.8pp | 160.72%-151.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,130 | $3,411-66.9% | $5,682-80.1% | $4,126-72.6% |
| Admin fee / account holder | $737 | $5,950-87.6% | $13,212-94.4% | $5,651-86.9% |