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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 | $7,842 | $102,632-92.4% | $81,988-90.4% | $158,950-95.1% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 2.79% | 61.05%-58.3pp | 41.31%-38.5pp | 302.91%-300.1pp |
| Employer contribution / active EE | $602 | $3,241-81.4% | $2,498-75.9% | $4,762-87.4% |
| Participant deferral / active EE | $667 | $4,649-85.6% | $3,722-82.1% | $5,983-88.8% |
| Admin fee / account holder | $12,841 | $8,237+55.9% | $5,665+126.7% | $11,248+14.2% |