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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 | $19,018 | $63,346-70.0% | $92,240-79.4% | $70,126-72.9% |
| Participation rate | 57.9% | 68.7%-10.8pp | 76.5%-18.6pp | 69.5%-11.6pp |
| Annual return | 9.74% | 530.19%-520.5pp | 176.29%-166.6pp | 73.15%-63.4pp |
| Employer contribution / active EE | $6,683 | $2,471+170.4% | $3,680+81.6% | $2,343+185.3% |
| Participant deferral / active EE | $614 | $2,854-78.5% | $3,897-84.2% | $3,332-81.6% |
| Admin fee / account holder | $13,581 | $3,841+253.6% | $5,194+161.5% | $4,645+192.4% |