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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 | $9,370 | $91,710-89.8% | $67,560-86.1% | $77,762-88.0% |
| Participation rate | 12.8% | 76.0%-63.2pp | 72.9%-60.2pp | 70.6%-57.8pp |
| Annual return | 10.83% | 14.88%-4.0pp | 3533.50%-3522.7pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $587 | $3,911-85.0% | $4,004-85.3% | $4,651-87.4% |
| Admin fee / account holder | $2,137 | $245+772.3% | $3,994-46.5% | $433+393.6% |