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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $11,883 | $95,406-87.5% | $185,849-93.6% | $85,847-86.2% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 9.52% | 23.59%-14.1pp | 122.10%-112.6pp | 318.61%-309.1pp |
| Employer contribution / active EE | $416 | $3,314-87.5% | $5,169-92.0% | $2,565-83.8% |
| Participant deferral / active EE | $455 | $3,424-86.7% | $5,569-91.8% | $3,952-88.5% |
| Admin fee / account holder | $2,275 | $7,214-68.5% | $16,244-86.0% | $6,261-63.7% |