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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 | $9,911 | $59,448-83.3% | $93,696-89.4% | $74,459-86.7% |
| Participation rate | 62.6% | 59.6%+2.9pp | 68.7%-6.1pp | 67.2%-4.6pp |
| Annual return | 10.67% | 82.11%-71.4pp | 133.74%-123.1pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $374 | $1,266-70.4% | $2,422-84.5% | $2,626-85.7% |
| Participant deferral / active EE | $661 | $3,052-78.3% | $4,417-85.0% | $4,350-84.8% |
| Admin fee / account holder | $978 | $3,027-67.7% | $8,287-88.2% | $1,945-49.7% |