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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 | $12,912 | $85,171-84.8% | $172,753-92.5% | $72,976-82.3% |
| Participation rate | 41.1% | 70.1%-29.0pp | 82.6%-41.6pp | 69.5%-28.4pp |
| Annual return | 2.43% | 27.32%-24.9pp | 803.00%-800.6pp | 81.02%-78.6pp |
| Employer contribution / active EE | $485 | $3,324-85.4% | $5,144-90.6% | $2,440-80.1% |
| Participant deferral / active EE | $554 | $3,260-83.0% | $5,198-89.3% | $3,608-84.6% |
| Admin fee / account holder | $2,287 | $5,880-61.1% | $13,956-83.6% | $5,124-55.4% |