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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 | $12,764 | $95,415-86.6% | $185,851-93.1% | $85,851-85.1% |
| Participation rate | 44.8% | 68.8%-23.9pp | 81.7%-36.9pp | 69.3%-24.5pp |
| Annual return | 10.75% | 23.59%-12.8pp | 122.11%-111.4pp | 318.63%-307.9pp |
| Employer contribution / active EE | $710 | $3,314-78.6% | $5,168-86.3% | $2,565-72.3% |
| Participant deferral / active EE | $856 | $3,424-75.0% | $5,569-84.6% | $3,952-78.3% |
| Admin fee / account holder | $560 | $7,215-92.2% | $16,245-96.6% | $6,261-91.1% |