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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 | $7,835 | $60,128-87.0% | $90,440-91.3% | $79,852-90.2% |
| Participation rate | 68.0% | 65.0%+3.0pp | 72.7%-4.7pp | 69.6%-1.6pp |
| Annual return | 7.77% | 71.95%-64.2pp | 1294.38%-1286.6pp | 31.72%-23.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $762 | $2,939-74.1% | $3,964-80.8% | $3,740-79.6% |
| Admin fee / account holder | $1,491 | $3,977-62.5% | $5,615-73.4% | $5,306-71.9% |