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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 | $13,146 | $85,766-84.7% | $136,298-90.4% | $70,126-81.3% |
| Participation rate | 21.2% | 74.2%-52.9pp | 81.9%-60.7pp | 69.5%-48.3pp |
| Annual return | 12.91% | 31.46%-18.5pp | 5156.27%-5143.4pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,882 | $5,051-62.7% | $6,247-69.9% | $3,332-43.5% |
| Admin fee / account holder | $2,055 | $5,421-62.1% | $9,244-77.8% | $4,645-55.8% |