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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 | $19,440 | $88,203-78.0% | $165,100-88.2% | $74,478-73.9% |
| Participation rate | 48.4% | 73.1%-24.7pp | 78.6%-30.2pp | 67.2%-18.8pp |
| Annual return | 10.82% | 17.13%-6.3pp | 70.21%-59.4pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $804 | $2,601-69.1% | $4,348-81.5% | $2,626-69.4% |
| Participant deferral / active EE | $1,665 | $4,505-63.0% | $6,035-72.4% | $4,350-61.7% |
| Admin fee / account holder | $4,528 | $2,235+102.6% | $12,696-64.3% | $1,946+132.7% |