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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 | $12,296 | $82,133-85.0% | $147,318-91.7% | $64,097-80.8% |
| Participation rate | 41.7% | 62.3%-20.5pp | 82.1%-40.3pp | 55.2%-13.4pp |
| Annual return | 13.19% | 78.78%-65.6pp | 70.43%-57.2pp | 34.64%-21.4pp |
| Employer contribution / active EE | $707 | $2,872-75.4% | $4,593-84.6% | $1,891-62.6% |
| Participant deferral / active EE | $1,021 | $5,407-81.1% | $7,906-87.1% | $3,080-66.9% |
| Admin fee / account holder | $5,869 | $3,730+57.3% | $13,708-57.2% | $3,454+69.9% |