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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 | $12,103 | $77,638-84.4% | $156,551-92.3% | $62,881-80.8% |
| Participation rate | 55.0% | 71.2%-16.2pp | 84.0%-29.0pp | 69.3%-14.3pp |
| Annual return | 0.23% | 50.33%-50.1pp | 32.23%-32.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $441 | $3,444-87.2% | $5,501-92.0% | $2,281-80.7% |
| Participant deferral / active EE | $540 | $3,046-82.3% | $4,871-88.9% | $3,203-83.1% |
| Admin fee / account holder | $1,480 | $5,561-73.4% | $13,028-88.6% | $4,296-65.6% |