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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 | $3,255 | $95,406-96.6% | $185,849-98.2% | $85,847-96.2% |
| Participation rate | 43.3% | 68.8%-25.4pp | 81.7%-38.4pp | 69.3%-26.0pp |
| Annual return | 9.07% | 23.59%-14.5pp | 122.10%-113.0pp | 318.61%-309.5pp |
| Employer contribution / active EE | $638 | $3,314-80.7% | $5,169-87.6% | $2,565-75.1% |
| Participant deferral / active EE | $434 | $3,424-87.3% | $5,569-92.2% | $3,952-89.0% |
| Admin fee / account holder | $1,067 | $7,214-85.2% | $16,244-93.4% | $6,261-83.0% |