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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 | $9,565 | $110,410-91.3% | $102,437-90.7% | $145,897-93.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 6.22% | 24.85%-18.6pp | 24.95%-18.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,686 | $4,217-60.0% | $3,871-56.5% | $4,663-63.8% |
| Participant deferral / active EE | $494 | $5,622-91.2% | $5,060-90.2% | $6,689-92.6% |
| Admin fee / account holder | $19,710 | $9,745+102.3% | $8,388+135.0% | $13,390+47.2% |