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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 | $15,138 | $63,346-76.1% | $92,240-83.6% | $70,126-78.4% |
| Participation rate | 27.9% | 68.7%-40.8pp | 76.5%-48.6pp | 69.5%-41.6pp |
| Annual return | 9.35% | 530.19%-520.8pp | 176.29%-166.9pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $686 | $2,854-76.0% | $3,897-82.4% | $3,332-79.4% |
| Admin fee / account holder | $571 | $3,841-85.1% | $5,194-89.0% | $4,645-87.7% |