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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 | $11,650 | $84,236-86.2% | $170,435-93.2% | $70,126-83.4% |
| Participation rate | 51.6% | 70.8%-19.2pp | 83.6%-32.0pp | 69.5%-17.9pp |
| Annual return | 10.78% | 23.06%-12.3pp | 205.94%-195.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $552 | $3,086-82.1% | $4,939-88.8% | $3,332-83.4% |
| Admin fee / account holder | $323 | $5,698-94.3% | $13,881-97.7% | $4,645-93.0% |