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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 | $29,929 | $88,137-66.0% | $164,975-81.9% | $74,429-59.8% |
| Participation rate | 42.2% | 73.1%-30.9pp | 78.6%-36.4pp | 67.2%-25.0pp |
| Annual return | 7.30% | 17.13%-9.8pp | 70.12%-62.8pp | 1368.38%-1361.1pp |
| Employer contribution / active EE | $1,172 | $2,597-54.9% | $4,343-73.0% | $2,625-55.4% |
| Participant deferral / active EE | $2,133 | $4,501-52.6% | $6,033-64.7% | $4,348-51.0% |
| Admin fee / account holder | $730 | $2,231-67.3% | $12,688-94.2% | $1,944-62.4% |