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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 | $2,131 | $73,421-97.1% | $66,439-96.8% | $155,188-98.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 7.52% | 1382.37%-1374.8pp | 757.66%-750.1pp | 148.84%-141.3pp |
| Employer contribution / active EE | $481 | $3,039-84.2% | $2,637-81.8% | $4,248-88.7% |
| Participant deferral / active EE | $251 | $4,680-94.6% | $3,876-93.5% | $6,531-96.2% |
| Admin fee / account holder | $799 | $8,856-91.0% | $6,173-87.1% | $14,480-94.5% |