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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 | $34,303 | $79,181-56.7% | $102,423-66.5% | $74,429-53.9% |
| Participation rate | 20.4% | 74.8%-54.4pp | 76.5%-56.1pp | 67.2%-46.9pp |
| Annual return | 10.09% | 54.97%-44.9pp | 29.42%-19.3pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $828 | $4,416-81.2% | $5,054-83.6% | $4,348-81.0% |
| Admin fee / account holder | $2,729 | $2,002+36.3% | $9,455-71.1% | $1,944+40.4% |