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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 | $10,066 | $118,877-91.5% | $96,570-89.6% | $167,536-94.0% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.8%-34.8pp | 82.1%-47.1pp |
| Annual return | 7.99% | 50.50%-42.5pp | 37.79%-29.8pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,039 | $4,617-77.5% | $3,849-73.0% | $6,342-83.6% |
| Admin fee / account holder | $1,153 | $8,069-85.7% | $6,182-81.4% | $12,315-90.6% |