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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 | $18,100 | $98,240-81.6% | $82,312-78.0% | $147,586-87.7% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 1.82% | 30.85%-29.0pp | 25.88%-24.1pp | 578.59%-576.8pp |
| Employer contribution / active EE | $3,229 | $3,192+1.2% | $2,428+33.0% | $4,876-33.8% |
| Participant deferral / active EE | $25 | $4,383-99.4% | $3,706-99.3% | $5,439-99.5% |
| Admin fee / account holder | $1,793 | $8,563-79.1% | $5,608-68.0% | $10,886-83.5% |