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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 | $9,299 | $160,070-94.2% | $147,117-93.7% | $145,897-93.6% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 7.79% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,702 | $5,285-67.8% | $4,932-65.5% | $4,663-63.5% |
| Participant deferral / active EE | $2,001 | $8,419-76.2% | $8,065-75.2% | $6,689-70.1% |
| Admin fee / account holder | $4,761 | $15,035-68.3% | $12,993-63.4% | $13,390-64.4% |