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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 | $8,257 | $102,422-91.9% | $147,117-94.4% | $80,959-89.8% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 11.44% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,198 | $3,717-67.8% | $4,932-75.7% | $2,757-56.6% |
| Participant deferral / active EE | $1,535 | $6,652-76.9% | $8,065-81.0% | $4,300-64.3% |
| Admin fee / account holder | $843 | $7,953-89.4% | $12,993-93.5% | $6,925-87.8% |