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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 | $9,205 | $65,961-86.0% | $180,320-94.9% | $94,015-90.2% |
| Participation rate | 55.6% | 61.3%-5.7pp | 71.5%-16.0pp | 70.8%-15.3pp |
| Annual return | 9.99% | 14.27%-4.3pp | 778.54%-768.5pp | 17.84%-7.9pp |
| Employer contribution / active EE | $754 | $1,737-56.6% | $4,108-81.6% | $2,790-73.0% |
| Participant deferral / active EE | $1,051 | $3,003-65.0% | $4,304-75.6% | $4,249-75.3% |
| Admin fee / account holder | $783 | $4,901-84.0% | $10,000-92.2% | $8,951-91.2% |