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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 | $13,360 | $80,753-83.5% | $136,298-90.2% | $62,293-78.6% |
| Participation rate | 11.4% | 73.5%-62.1pp | 81.9%-70.5pp | 69.5%-58.1pp |
| Annual return | 10.52% | 35.83%-25.3pp | 5156.27%-5145.8pp | 28.90%-18.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $964 | $5,164-81.3% | $6,247-84.6% | $3,169-69.6% |
| Admin fee / account holder | $6,175 | $525+1075.3% | $9,244-33.2% | $479+1188.3% |