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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 | $10,881 | $56,431-80.7% | $130,788-91.7% | $87,485-87.6% |
| Participation rate | 40.7% | 58.9%-18.2pp | 70.1%-29.4pp | 68.9%-28.2pp |
| Annual return | 5.15% | 91.27%-86.1pp | 386.44%-381.3pp | 26.06%-20.9pp |
| Employer contribution / active EE | $328 | $1,549-78.9% | $3,558-90.8% | $2,596-87.4% |
| Participant deferral / active EE | $329 | $2,749-88.0% | $4,137-92.0% | $4,274-92.3% |
| Admin fee / account holder | $2,060 | $4,433-53.5% | $6,673-69.1% | $7,775-73.5% |