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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 | $20,874 | $75,183-72.2% | $123,894-83.2% | $55,167-62.2% |
| Participation rate | 19.5% | 72.8%-53.3pp | 81.4%-61.9pp | 69.0%-49.5pp |
| Annual return | 5.76% | 19.01%-13.2pp | 47.52%-41.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,885 | $5,084-62.9% | $5,984-68.5% | $3,054-38.3% |
| Admin fee / account holder | $8,444 | $663+1174.5% | $8,357+1.0% | $504+1575.7% |