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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 | $19,328 | $79,223-75.6% | $102,460-81.1% | $74,478-74.0% |
| Participation rate | 23.4% | 74.8%-51.3pp | 76.5%-53.1pp | 67.2%-43.8pp |
| Annual return | 8.36% | 54.98%-46.6pp | 29.47%-21.1pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,234 | $4,417-72.1% | $5,056-75.6% | $4,350-71.6% |
| Admin fee / account holder | $712 | $2,003-64.4% | $9,460-92.5% | $1,946-63.4% |