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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 | $5,605 | $117,426-95.2% | $99,470-94.4% | $152,885-96.3% |
| Participation rate | 46.7% | 77.5%-30.9pp | 73.8%-27.2pp | 82.5%-35.8pp |
| Annual return | 5.04% | 31.87%-26.8pp | 30.72%-25.7pp | 345.39%-340.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $887 | $4,086-78.3% | $3,619-75.5% | $5,851-84.8% |
| Admin fee / account holder | $2,660 | $7,634-65.2% | $6,252-57.5% | $11,598-77.1% |