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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 | $10,117 | $65,072-84.5% | $66,439-84.8% | $65,306-84.5% |
| Participation rate | 42.6% | 69.1%-26.4pp | 74.5%-31.9pp | 57.7%-15.1pp |
| Annual return | 8.97% | 21.50%-12.5pp | 757.66%-748.7pp | 21.94%-13.0pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,078 | $3,234-66.7% | $3,876-72.2% | $2,959-63.6% |
| Admin fee / account holder | $2,607 | $1,323+97.1% | $6,173-57.8% | $3,480-25.1% |