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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 | $102,422-93.9% | $147,117-95.8% | $80,959-92.3% |
| Participation rate | 30.9% | 75.9%-45.0pp | 82.2%-51.3pp | 67.7%-36.8pp |
| Annual return | 10.54% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,830 | $3,717-50.8% | $4,932-62.9% | $2,757-33.6% |
| Participant deferral / active EE | $475 | $6,652-92.9% | $8,065-94.1% | $4,300-89.0% |
| Admin fee / account holder | $2,651 | $7,953-66.7% | $12,993-79.6% | $6,925-61.7% |