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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 | $21,071 | $101,499-79.2% | $147,005-85.7% | $74,546-71.7% |
| Participation rate | 37.1% | 75.5%-38.5pp | 82.2%-45.1pp | 67.2%-30.1pp |
| Annual return | 12.73% | 8732.34%-8719.6pp | 418.76%-406.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,322 | $3,811-65.3% | $4,934-73.2% | $2,624-49.6% |
| Participant deferral / active EE | $2,039 | $7,304-72.1% | $8,070-74.7% | $4,347-53.1% |
| Admin fee / account holder | $3,878 | $1,748+121.9% | $13,006-70.2% | $1,944+99.5% |