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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 | $11,003 | $89,370-87.7% | $141,197-92.2% | $72,976-84.9% |
| Participation rate | 33.7% | 75.1%-41.4pp | 82.5%-48.8pp | 69.5%-35.8pp |
| Annual return | 16.93% | 111.88%-94.9pp | 71.41%-54.5pp | 81.02%-64.1pp |
| Employer contribution / active EE | $689 | $3,115-77.9% | $4,736-85.5% | $2,440-71.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $481 | $5,957-91.9% | $10,265-95.3% | $5,124-90.6% |