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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 | $12,718 | $105,200-87.9% | $159,474-92.0% | $85,847-85.2% |
| Participation rate | 17.6% | 75.8%-58.2pp | 82.8%-65.3pp | 69.3%-51.8pp |
| Annual return | 4.31% | 45.08%-40.8pp | 263.68%-259.4pp | 318.61%-314.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $299 | $5,946-95.0% | $7,353-95.9% | $3,952-92.4% |
| Admin fee / account holder | $1,611 | $6,934-76.8% | $10,802-85.1% | $6,261-74.3% |