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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 | $11,585 | $67,594-82.9% | $77,361-85.0% | $69,733-83.4% |
| Participation rate | 3.1% | 71.7%-68.6pp | 75.0%-71.9pp | 62.5%-59.4pp |
| Annual return | 8.17% | 19.20%-11.0pp | 1011.54%-1003.4pp | 15.22%-7.0pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $13 | $3,401-99.6% | $3,911-99.7% | $3,054-99.6% |
| Admin fee / account holder | $1,313 | $1,159+13.2% | $5,894-77.7% | $3,102-57.7% |