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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 | $28,821 | $91,559-68.5% | $133,959-78.5% | $79,858-63.9% |
| Participation rate | 29.7% | 73.3%-43.6pp | 79.8%-50.1pp | 69.6%-39.9pp |
| Annual return | 8.99% | 61.85%-52.9pp | 45.09%-36.1pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,305 | $3,734-65.1% | $5,047-74.1% | $3,740-65.1% |
| Admin fee / account holder | $9,046 | $6,321+43.1% | $8,928+1.3% | $5,306+70.5% |