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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 | $8,550 | $88,186-90.3% | $165,071-94.8% | $74,459-88.5% |
| Participation rate | 30.7% | 73.1%-42.4pp | 78.6%-47.9pp | 67.2%-36.5pp |
| Annual return | 9.71% | 17.13%-7.4pp | 70.17%-60.5pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $1,065 | $2,600-59.1% | $4,347-75.5% | $2,626-59.5% |
| Participant deferral / active EE | $857 | $4,505-81.0% | $6,035-85.8% | $4,350-80.3% |
| Admin fee / account holder | $17,615 | $2,234+688.5% | $12,695+38.8% | $1,945+805.8% |