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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 | $9,904 | $85,171-88.4% | $172,753-94.3% | $72,976-86.4% |
| Participation rate | 32.8% | 70.1%-37.3pp | 82.6%-49.9pp | 69.5%-36.7pp |
| Annual return | 15.92% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,180 | $3,260-63.8% | $5,198-77.3% | $3,608-67.3% |
| Admin fee / account holder | $5,021 | $5,880-14.6% | $13,956-64.0% | $5,124-2.0% |