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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 | $18,654 | $101,672-81.7% | $147,117-87.3% | $74,478-75.0% |
| Participation rate | 46.0% | 75.5%-29.5pp | 82.2%-36.2pp | 67.2%-21.2pp |
| Annual return | 10.75% | 8757.83%-8747.1pp | 420.54%-409.8pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,207 | $3,813-68.4% | $4,932-75.5% | $2,626-54.0% |
| Participant deferral / active EE | $1,795 | $7,305-75.4% | $8,065-77.7% | $4,350-58.7% |
| Admin fee / account holder | $4,483 | $1,753+155.7% | $12,993-65.5% | $1,946+130.4% |