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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 | $23,856 | $150,447-84.1% | $136,298-82.5% | $147,586-83.8% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 6.20% | 1049.15%-1043.0pp | 5156.27%-5150.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $1,039 | $5,256-80.2% | $4,696-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $1,403 | $6,631-78.8% | $6,247-77.5% | $5,439-74.2% |
| Admin fee / account holder | $27,981 | $10,906+156.6% | $9,244+202.7% | $10,886+157.0% |