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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 | $8,305 | $93,589-91.1% | $135,942-93.9% | $75,181-89.0% |
| Participation rate | 37.1% | 75.2%-38.0pp | 81.9%-44.8pp | 67.2%-30.1pp |
| Annual return | 5.13% | 30.90%-25.8pp | 68.28%-63.1pp | 160.69%-155.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $695 | $6,405-89.1% | $7,759-91.0% | $4,126-83.2% |
| Admin fee / account holder | $805 | $6,977-88.5% | $10,764-92.5% | $5,650-85.7% |