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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 | $11,808 | $58,391-79.8% | $76,657-84.6% | $72,975-83.8% |
| Participation rate | 11.5% | 67.4%-55.8pp | 72.1%-60.6pp | 69.5%-58.0pp |
| Annual return | 12.22% | 2306.65%-2294.4pp | 1166.74%-1154.5pp | 81.01%-68.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $91 | $2,690-96.6% | $3,335-97.3% | $3,608-97.5% |
| Admin fee / account holder | $791 | $4,014-80.3% | $6,423-87.7% | $5,124-84.6% |