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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 | $23,399 | $102,393-77.1% | $147,041-84.1% | $80,911-71.1% |
| Participation rate | 25.8% | 75.9%-50.0pp | 82.2%-56.4pp | 67.6%-41.8pp |
| Annual return | 10.80% | 134.95%-124.1pp | 419.21%-408.4pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,025 | $6,647-69.5% | $8,071-74.9% | $4,297-52.9% |
| Admin fee / account holder | $7,585 | $7,943-4.5% | $13,006-41.7% | $6,935+9.4% |