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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 | $11,660 | $91,179-87.2% | $178,499-93.5% | $79,852-85.4% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.6pp | 69.6%-35.3pp |
| Annual return | 9.61% | 24.19%-14.6pp | 151.10%-141.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $465 | $3,256-85.7% | $5,011-90.7% | $2,471-81.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $686 | $6,749-89.8% | $13,986-95.1% | $5,306-87.1% |