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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 | $8,895 | $85,171-89.6% | $172,753-94.9% | $72,976-87.8% |
| Participation rate | 59.7% | 70.1%-10.4pp | 82.6%-22.9pp | 69.5%-9.8pp |
| Annual return | 1.49% | 27.32%-25.8pp | 803.00%-801.5pp | 81.02%-79.5pp |
| Employer contribution / active EE | $433 | $3,324-87.0% | $5,144-91.6% | $2,440-82.2% |
| Participant deferral / active EE | $601 | $3,260-81.6% | $5,198-88.4% | $3,608-83.4% |
| Admin fee / account holder | $15,506 | $5,880+163.7% | $13,956+11.1% | $5,124+202.6% |