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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 | $6,238 | $102,382-93.9% | $147,005-95.8% | $80,874-92.3% |
| Participation rate | 30.9% | 75.8%-45.0pp | 82.2%-51.3pp | 67.6%-36.8pp |
| Annual return | 10.54% | 134.89%-124.4pp | 418.76%-408.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,830 | $3,715-50.7% | $4,934-62.9% | $2,756-33.6% |
| Participant deferral / active EE | $475 | $6,646-92.9% | $8,070-94.1% | $4,297-88.9% |
| Admin fee / account holder | $2,651 | $7,942-66.6% | $13,006-79.6% | $6,935-61.8% |