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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 | $12,848 | $85,171-84.9% | $172,753-92.6% | $72,976-82.4% |
| Participation rate | 62.1% | 70.1%-7.9pp | 82.6%-20.5pp | 69.5%-7.4pp |
| Annual return | 1.95% | 27.32%-25.4pp | 803.00%-801.1pp | 81.02%-79.1pp |
| Employer contribution / active EE | $453 | $3,324-86.4% | $5,144-91.2% | $2,440-81.4% |
| Participant deferral / active EE | $715 | $3,260-78.1% | $5,198-86.3% | $3,608-80.2% |
| Admin fee / account holder | $942 | $5,880-84.0% | $13,956-93.2% | $5,124-81.6% |