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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 | $12,905 | $53,128-75.7% | $86,582-85.1% | $70,126-81.6% |
| Participation rate | 4.2% | 65.3%-61.1pp | 73.5%-69.4pp | 69.5%-65.4pp |
| Annual return | 7.12% | 27.66%-20.5pp | 965.08%-958.0pp | 73.15%-66.0pp |
| Employer contribution / active EE | $264 | $2,068-87.2% | $2,839-90.7% | $2,343-88.7% |
| Participant deferral / active EE | $370 | $2,695-86.3% | $3,609-89.7% | $3,332-88.9% |
| Admin fee / account holder | $36,738 | $3,584+925.1% | $4,904+649.1% | $4,645+690.8% |