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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 | $13,932 | $105,284-86.8% | $150,734-90.8% | $94,015-85.2% |
| Participation rate | 39.2% | 71.7%-32.5pp | 78.4%-39.2pp | 70.8%-31.6pp |
| Annual return | 9.25% | 15.67%-6.4pp | 600.81%-591.6pp | 17.84%-8.6pp |
| Employer contribution / active EE | $1,181 | $3,599-67.2% | $4,918-76.0% | $2,790-57.7% |
| Participant deferral / active EE | $420 | $4,274-90.2% | $5,610-92.5% | $4,249-90.1% |
| Admin fee / account holder | $4,326 | $9,839-56.0% | $14,905-71.0% | $8,951-51.7% |