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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 | $16,006 | $160,070-90.0% | $147,117-89.1% | $145,897-89.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 5.80% | 98.69%-92.9pp | 420.54%-414.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,184 | $5,285-58.7% | $4,932-55.7% | $4,663-53.2% |
| Participant deferral / active EE | $867 | $8,419-89.7% | $8,065-89.2% | $6,689-87.0% |
| Admin fee / account holder | $22,929 | $15,035+52.5% | $12,993+76.5% | $13,390+71.2% |