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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 | $13,555 | $91,536-85.2% | $130,062-89.6% | $75,177-82.0% |
| Participation rate | 65.4% | 71.5%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 11.95% | -631.62%+643.6pp | -137.37%+149.3pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,221 | $2,845-57.1% | $4,322-71.7% | $2,671-54.3% |
| Participant deferral / active EE | $1,221 | $4,343-71.9% | $5,821-79.0% | $4,126-70.4% |
| Admin fee / account holder | $644 | $6,780-90.5% | $10,601-93.9% | $5,651-88.6% |