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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 | $24,246 | $78,607-69.2% | $105,624-77.0% | $74,478-67.4% |
| Participation rate | 19.7% | 72.8%-53.1pp | 75.3%-55.6pp | 67.2%-47.5pp |
| Annual return | 9.48% | 15.96%-6.5pp | 116.20%-106.7pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $945 | $4,325-78.1% | $5,013-81.1% | $4,350-78.3% |
| Admin fee / account holder | $10,709 | $2,220+382.4% | $10,961-2.3% | $1,946+450.3% |