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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 | $4,988 | $91,179-94.5% | $178,499-97.2% | $79,852-93.8% |
| Participation rate | 39.4% | 69.2%-29.8pp | 81.9%-42.5pp | 69.6%-30.2pp |
| Annual return | 4.30% | 24.19%-19.9pp | 151.10%-146.8pp | 31.72%-27.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,294 | $3,236-60.0% | $5,202-75.1% | $3,740-65.4% |
| Admin fee / account holder | $2,256 | $6,749-66.6% | $13,986-83.9% | $5,306-57.5% |