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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 | $6,922 | $89,370-92.3% | $141,197-95.1% | $72,976-90.5% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.5%-44.3pp | 69.5%-31.3pp |
| Annual return | 13.69% | 111.88%-98.2pp | 71.41%-57.7pp | 81.02%-67.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,439 | $5,419-73.5% | $6,710-78.6% | $3,608-60.1% |
| Admin fee / account holder | $1,930 | $5,957-67.6% | $10,265-81.2% | $5,124-62.3% |