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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 | $22,600 | $100,060-77.4% | $149,721-84.9% | $70,126-67.8% |
| Participation rate | 56.3% | 83.6%-27.3pp | 87.1%-30.8pp | 69.5%-13.3pp |
| Annual return | 11.19% | 27.46%-16.3pp | 1501.67%-1490.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $952 | $4,982-80.9% | $6,568-85.5% | $3,332-71.4% |
| Admin fee / account holder | $416 | $8,285-95.0% | $11,282-96.3% | $4,645-91.0% |