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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 | $21,178 | $85,766-75.3% | $136,298-84.5% | $70,126-69.8% |
| Participation rate | 10.0% | 74.2%-64.2pp | 81.9%-71.9pp | 69.5%-59.5pp |
| Annual return | 4.78% | 31.46%-26.7pp | 5156.27%-5151.5pp | 73.15%-68.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $413 | $5,051-91.8% | $6,247-93.4% | $3,332-87.6% |
| Admin fee / account holder | $1,693 | $5,421-68.8% | $9,244-81.7% | $4,645-63.5% |