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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 | $10,776 | $91,198-88.2% | $178,503-94.0% | $79,856-86.5% |
| Participation rate | 54.9% | 69.2%-14.3pp | 81.9%-27.0pp | 69.6%-14.7pp |
| Annual return | 9.43% | 24.20%-14.8pp | 151.12%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $402 | $3,257-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $852 | $3,237-73.7% | $5,202-83.6% | $3,741-77.2% |
| Admin fee / account holder | $25,205 | $6,748+273.5% | $13,987+80.2% | $5,306+375.0% |