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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 | $8,135 | $102,422-92.1% | $147,117-94.5% | $80,959-90.0% |
| Participation rate | 51.4% | 75.9%-24.5pp | 82.2%-30.8pp | 67.7%-16.3pp |
| Annual return | 10.58% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,089 | $3,717-70.7% | $4,932-77.9% | $2,757-60.5% |
| Participant deferral / active EE | $1,696 | $6,652-74.5% | $8,065-79.0% | $4,300-60.6% |
| Admin fee / account holder | $3,420 | $7,953-57.0% | $12,993-73.7% | $6,925-50.6% |