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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 | $8,045 | $49,164-83.6% | $121,169-93.4% | $75,181-89.3% |
| Participation rate | 36.7% | 55.4%-18.7pp | 69.5%-32.8pp | 67.2%-30.5pp |
| Annual return | 9.15% | 56.03%-46.9pp | 986.71%-977.6pp | 160.69%-151.5pp |
| Employer contribution / active EE | $563 | $1,546-63.6% | $4,168-86.5% | $2,671-78.9% |
| Participant deferral / active EE | $738 | $2,628-71.9% | $4,083-81.9% | $4,126-82.1% |
| Admin fee / account holder | $2,485 | $3,942-37.0% | $5,645-56.0% | $5,650-56.0% |