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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 | $11,129 | $102,422-89.1% | $147,117-92.4% | $80,959-86.3% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 2.69% | 135.16%-132.5pp | 420.54%-417.8pp | 35.67%-33.0pp |
| Employer contribution / active EE | $1,145 | $3,717-69.2% | $4,932-76.8% | $2,757-58.5% |
| Participant deferral / active EE | $1,588 | $6,652-76.1% | $8,065-80.3% | $4,300-63.1% |
| Admin fee / account holder | $9,172 | $7,953+15.3% | $12,993-29.4% | $6,925+32.4% |