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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 | $11,327 | $85,171-86.7% | $172,752-93.4% | $72,975-84.5% |
| Participation rate | 29.3% | 70.1%-40.8pp | 82.6%-53.4pp | 69.5%-40.2pp |
| Annual return | 13.52% | 27.32%-13.8pp | 802.97%-789.5pp | 81.01%-67.5pp |
| Employer contribution / active EE | $415 | $3,324-87.5% | $5,144-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $599 | $3,260-81.6% | $5,198-88.5% | $3,608-83.4% |
| Admin fee / account holder | $4,497 | $5,880-23.5% | $13,955-67.8% | $5,124-12.2% |