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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 | $7,725 | $61,125-87.4% | $94,057-91.8% | $87,485-91.2% |
| Participation rate | 35.4% | 64.1%-28.6pp | 73.3%-37.9pp | 68.9%-33.5pp |
| Annual return | 8.18% | 35.20%-27.0pp | 480.62%-472.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $956 | $3,260-70.7% | $4,709-79.7% | $4,274-77.6% |
| Admin fee / account holder | $708 | $5,629-87.4% | $7,244-90.2% | $7,775-90.9% |