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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 | $11,456 | $80,812-85.8% | $160,784-92.9% | $82,448-86.1% |
| Participation rate | 5.7% | 66.2%-60.6pp | 77.0%-71.3pp | 68.1%-62.4pp |
| Annual return | 6.20% | 100.59%-94.4pp | 1803.92%-1797.7pp | 41.64%-35.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $553 | $4,335-87.3% | $6,293-91.2% | $4,139-86.6% |
| Admin fee / account holder | $12,762 | $7,695+65.8% | $9,717+31.3% | $7,234+76.4% |