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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 | $12,597 | $102,422-87.7% | $147,117-91.4% | $80,959-84.4% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.7%-29.2pp |
| Annual return | 9.41% | 135.16%-125.7pp | 420.54%-411.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,271 | $3,717-65.8% | $4,932-74.2% | $2,757-53.9% |
| Participant deferral / active EE | $1,549 | $6,652-76.7% | $8,065-80.8% | $4,300-64.0% |
| Admin fee / account holder | $535 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |