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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 | $8,947 | $60,504-85.2% | $81,882-89.1% | $74,478-88.0% |
| Participation rate | 35.0% | 62.9%-27.9pp | 72.4%-37.4pp | 67.2%-32.2pp |
| Annual return | 11.34% | 16.91%-5.6pp | 779.47%-768.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $391 | $2,627-85.1% | $2,916-86.6% | $2,626-85.1% |
| Participant deferral / active EE | $579 | $3,400-83.0% | $4,323-86.6% | $4,350-86.7% |
| Admin fee / account holder | $409 | $1,492-72.6% | $7,360-94.4% | $1,946-79.0% |