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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 | $16,305 | $106,001-84.6% | $92,235-82.3% | $147,585-89.0% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 7.90% | 50.05%-42.1pp | 176.28%-168.4pp | 578.56%-570.7pp |
| Employer contribution / active EE | $1,318 | $4,333-69.6% | $3,679-64.2% | $4,876-73.0% |
| Participant deferral / active EE | $97 | $4,478-97.8% | $3,897-97.5% | $5,439-98.2% |
| Admin fee / account holder | $10,078 | $6,332+59.1% | $5,194+94.0% | $10,885-7.4% |