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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 | $28,521 | $100,060-71.5% | $149,721-81.0% | $70,126-59.3% |
| Participation rate | 58.6% | 83.6%-25.0pp | 87.1%-28.4pp | 69.5%-10.9pp |
| Annual return | 9.81% | 27.46%-17.6pp | 1501.67%-1491.9pp | 73.15%-63.3pp |
| Employer contribution / active EE | $2,172 | $3,661-40.7% | $5,444-60.1% | $2,343-7.3% |
| Participant deferral / active EE | $2,287 | $4,982-54.1% | $6,568-65.2% | $3,332-31.4% |
| Admin fee / account holder | $4,273 | $8,285-48.4% | $11,282-62.1% | $4,645-8.0% |