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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 | $102,393-91.9% | $147,041-94.4% | $80,911-89.8% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.6%-13.1pp |
| Annual return | 11.44% | 134.95%-123.5pp | 419.21%-407.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,198 | $3,715-67.8% | $4,935-75.7% | $2,756-56.5% |
| Participant deferral / active EE | $1,535 | $6,647-76.9% | $8,071-81.0% | $4,297-64.3% |
| Admin fee / account holder | $843 | $7,943-89.4% | $13,006-93.5% | $6,935-87.8% |