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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 | $7,104 | $108,922-93.5% | $100,398-92.9% | $145,978-95.1% |
| Participation rate | 26.1% | 83.0%-56.9pp | 81.5%-55.4pp | 80.3%-54.2pp |
| Annual return | 10.04% | 58.04%-48.0pp | 49.32%-39.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $895 | $8,450-89.4% | $8,084-88.9% | $6,690-86.6% |
| Admin fee / account holder | $7,326 | $9,680-24.3% | $7,893-7.2% | $13,400-45.3% |