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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 | $11,668 | $75,058-84.5% | $152,301-92.3% | $64,340-81.9% |
| Participation rate | 22.2% | 60.9%-38.7pp | 82.4%-60.3pp | 55.2%-33.1pp |
| Annual return | 13.43% | 29.93%-16.5pp | 80.50%-67.1pp | 24.14%-10.7pp |
| Employer contribution / active EE | $249 | $2,605-90.5% | $4,624-94.6% | $1,862-86.6% |
| Participant deferral / active EE | $384 | $5,041-92.4% | $8,004-95.2% | $2,980-87.1% |
| Admin fee / account holder | $1,835 | $4,050-54.7% | $14,398-87.3% | $3,703-50.4% |