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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 | $20,153 | $85,766-76.5% | $136,298-85.2% | $70,126-71.3% |
| Participation rate | 59.5% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 13.89% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,975 | $2,966-33.4% | $4,696-57.9% | $2,343-15.7% |
| Participant deferral / active EE | $1,928 | $5,051-61.8% | $6,247-69.1% | $3,332-42.1% |
| Admin fee / account holder | $6,177 | $5,421+14.0% | $9,244-33.2% | $4,645+33.0% |