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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 | $9,924 | $63,346-84.3% | $92,240-89.2% | $70,126-85.8% |
| Participation rate | 61.5% | 68.7%-7.1pp | 76.5%-14.9pp | 69.5%-8.0pp |
| Annual return | 7.94% | 530.19%-522.2pp | 176.29%-168.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,531 | $2,471-38.0% | $3,680-58.4% | $2,343-34.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $439 | $3,841-88.6% | $5,194-91.5% | $4,645-90.5% |