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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 | $8,291 | $102,422-91.9% | $147,117-94.4% | $80,959-89.8% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 8.87% | 135.16%-126.3pp | 420.54%-411.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,212 | $6,652-66.8% | $8,065-72.6% | $4,300-48.6% |
| Admin fee / account holder | $1,807 | $7,953-77.3% | $12,993-86.1% | $6,925-73.9% |