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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 | $4,077 | $112,112-96.4% | $95,956-95.8% | $158,950-97.4% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 5.18% | 171.15%-166.0pp | 91.63%-86.5pp | 302.91%-297.7pp |
| Employer contribution / active EE | $1,028 | $3,199-67.9% | $2,541-59.6% | $4,762-78.4% |
| Participant deferral / active EE | $989 | $4,784-79.3% | $4,167-76.3% | $5,983-83.5% |
| Admin fee / account holder | $2,211 | $10,134-78.2% | $6,797-67.5% | $11,248-80.3% |