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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 | $10,536 | $102,422-89.7% | $147,117-92.8% | $80,959-87.0% |
| Participation rate | 59.4% | 75.9%-16.5pp | 82.2%-22.8pp | 67.7%-8.2pp |
| Annual return | 11.14% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $933 | $3,717-74.9% | $4,932-81.1% | $2,757-66.2% |
| Participant deferral / active EE | $1,635 | $6,652-75.4% | $8,065-79.7% | $4,300-62.0% |
| Admin fee / account holder | $1,314 | $7,953-83.5% | $12,993-89.9% | $6,925-81.0% |