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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 | $25,680 | $80,763-68.2% | $102,412-74.9% | $74,459-65.5% |
| Participation rate | 4.5% | 65.7%-61.1pp | 74.5%-70.0pp | 67.2%-62.7pp |
| Annual return | 11.08% | 27.57%-16.5pp | 24.94%-13.9pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $532 | $3,862-86.2% | $5,060-89.5% | $4,350-87.8% |
| Admin fee / account holder | $1,900 | $2,371-19.9% | $8,388-77.4% | $1,945-2.3% |