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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 | $30,897 | $100,060-69.1% | $149,721-79.4% | $70,126-55.9% |
| Participation rate | 61.5% | 83.6%-22.0pp | 87.1%-25.5pp | 69.5%-8.0pp |
| Annual return | 11.28% | 27.46%-16.2pp | 1501.67%-1490.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,155 | $3,661-41.2% | $5,444-60.4% | $2,343-8.0% |
| Participant deferral / active EE | $1,527 | $4,982-69.4% | $6,568-76.8% | $3,332-54.2% |
| Admin fee / account holder | $7,614 | $8,285-8.1% | $11,282-32.5% | $4,645+63.9% |