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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 | $5,359 | $34,316-84.4% | $74,723-92.8% | $72,976-92.7% |
| Participation rate | 59.3% | 42.4%+16.9pp | 54.5%+4.8pp | 69.5%-10.2pp |
| Annual return | 16.92% | 26.58%-9.7pp | 753.18%-736.3pp | 81.02%-64.1pp |
| Employer contribution / active EE | $1,381 | $692+99.6% | $1,084+27.3% | $2,440-43.4% |
| Participant deferral / active EE | $42 | $1,272-96.7% | $1,962-97.9% | $3,608-98.8% |
| Admin fee / account holder | $1,986 | $2,125-6.5% | $3,335-40.4% | $5,124-61.2% |