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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 | $16,677 | $80,753-79.3% | $136,298-87.8% | $62,293-73.2% |
| Participation rate | 35.6% | 73.5%-38.0pp | 81.9%-46.3pp | 69.5%-33.9pp |
| Annual return | 15.15% | 35.83%-20.7pp | 5156.27%-5141.1pp | 28.90%-13.8pp |
| Employer contribution / active EE | $806 | $2,884-72.1% | $4,696-82.8% | $2,042-60.5% |
| Participant deferral / active EE | $1,750 | $5,164-66.1% | $6,247-72.0% | $3,169-44.8% |
| Admin fee / account holder | $3,978 | $525+657.1% | $9,244-57.0% | $479+729.9% |