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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 | $30,210 | $88,186-65.7% | $165,071-81.7% | $74,459-59.4% |
| Participation rate | 55.9% | 73.1%-17.3pp | 78.6%-22.8pp | 67.2%-11.4pp |
| Annual return | 10.89% | 17.13%-6.2pp | 70.17%-59.3pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,870 | $4,505-58.5% | $6,035-69.0% | $4,350-57.0% |
| Admin fee / account holder | $7,515 | $2,234+236.4% | $12,695-40.8% | $1,945+286.4% |