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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 | $9,271 | $45,119-79.5% | $85,126-89.1% | $74,429-87.5% |
| Participation rate | 19.9% | 49.4%-29.5pp | 67.5%-47.6pp | 67.2%-47.3pp |
| Annual return | 9.53% | 26.28%-16.7pp | 66.63%-57.1pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $649 | $1,460-55.6% | $2,731-76.2% | $2,625-75.3% |
| Participant deferral / active EE | $426 | $2,738-84.4% | $4,523-90.6% | $4,348-90.2% |
| Admin fee / account holder | $3,578 | $2,214+61.6% | $6,160-41.9% | $1,944+84.0% |