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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 | $18,336 | $59,467-69.2% | $93,727-80.4% | $74,478-75.4% |
| Participation rate | 33.3% | 59.6%-26.3pp | 68.7%-35.4pp | 67.2%-33.9pp |
| Annual return | 10.46% | 82.14%-71.7pp | 133.83%-123.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $381 | $1,267-69.9% | $2,421-84.3% | $2,626-85.5% |
| Participant deferral / active EE | $1,029 | $3,052-66.3% | $4,417-76.7% | $4,350-76.4% |
| Admin fee / account holder | $1,284 | $3,028-57.6% | $8,292-84.5% | $1,946-34.0% |