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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 | $15,756 | $88,186-82.1% | $165,071-90.5% | $74,459-78.8% |
| Participation rate | 41.0% | 73.1%-32.1pp | 78.6%-37.6pp | 67.2%-26.2pp |
| Annual return | 11.46% | 17.13%-5.7pp | 70.17%-58.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $921 | $2,600-64.6% | $4,347-78.8% | $2,626-64.9% |
| Participant deferral / active EE | $1,333 | $4,505-70.4% | $6,035-77.9% | $4,350-69.3% |
| Admin fee / account holder | $1,858 | $2,234-16.9% | $12,695-85.4% | $1,945-4.5% |