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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 | $9,632 | $68,394-85.9% | $94,672-89.8% | $75,177-87.2% |
| Participation rate | 68.6% | 76.1%-7.4pp | 80.8%-12.2pp | 67.2%+1.4pp |
| Annual return | 10.99% | 616.92%-605.9pp | 156.89%-145.9pp | 160.75%-149.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,208 | $6,536-81.5% | $7,417-83.7% | $4,126-70.7% |
| Admin fee / account holder | $1,079 | $5,326-79.7% | $7,222-85.1% | $5,651-80.9% |