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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 | $5,423 | $79,223-93.2% | $102,460-94.7% | $74,478-92.7% |
| Participation rate | 30.1% | 74.8%-44.7pp | 76.5%-46.4pp | 67.2%-37.1pp |
| Annual return | 1.28% | 54.98%-53.7pp | 29.47%-28.2pp | 1370.56%-1369.3pp |
| Employer contribution / active EE | $3,517 | $2,363+48.8% | $3,025+16.3% | $2,626+33.9% |
| Participant deferral / active EE | $469 | $4,417-89.4% | $5,056-90.7% | $4,350-89.2% |
| Admin fee / account holder | $4,830 | $2,003+141.1% | $9,460-48.9% | $1,946+148.2% |