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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 | $6,157 | $91,037-93.2% | $71,671-91.4% | $147,585-95.8% |
| Participation rate | 12.5% | 76.1%-63.6pp | 68.7%-56.2pp | 82.8%-70.3pp |
| Annual return | 7.53% | 20.48%-12.9pp | 20.65%-13.1pp | 578.58%-571.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $320 | $4,498-92.9% | $3,438-90.7% | $5,439-94.1% |
| Admin fee / account holder | $1,686 | $8,613-80.4% | $5,558-69.7% | $10,886-84.5% |