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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 | $10,178 | $85,766-88.1% | $136,298-92.5% | $70,126-85.5% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 11.82% | 31.46%-19.6pp | 5156.27%-5144.5pp | 73.15%-61.3pp |
| Employer contribution / active EE | $585 | $2,966-80.3% | $4,696-87.5% | $2,343-75.0% |
| Participant deferral / active EE | $856 | $5,051-83.1% | $6,247-86.3% | $3,332-74.3% |
| Admin fee / account holder | $4,575 | $5,421-15.6% | $9,244-50.5% | $4,645-1.5% |