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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 | $7,562 | $184,000-95.9% | $162,185-95.3% | $152,909-95.1% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.5%-18.8pp |
| Annual return | 12.43% | 150.80%-138.4pp | 115.61%-103.2pp | 345.46%-333.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,553 | $8,033-68.2% | $7,297-65.0% | $5,851-56.4% |
| Admin fee / account holder | $3,513 | $13,124-73.2% | $10,844-67.6% | $11,601-69.7% |