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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 | $6,217 | $101,672-93.9% | $147,117-95.8% | $74,478-91.7% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.2%-13.0pp | 67.2%+2.0pp |
| Annual return | 9.41% | 8757.83%-8748.4pp | 420.54%-411.1pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $1,081 | $3,813-71.7% | $4,932-78.1% | $2,626-58.9% |
| Participant deferral / active EE | $1,455 | $7,305-80.1% | $8,065-82.0% | $4,350-66.5% |
| Admin fee / account holder | $945 | $1,753-46.1% | $12,993-92.7% | $1,946-51.4% |