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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 | $10,276 | $98,240-89.5% | $82,312-87.5% | $147,586-93.0% |
| Participation rate | 35.7% | 79.7%-44.0pp | 76.9%-41.2pp | 82.8%-47.1pp |
| Annual return | 2.43% | 30.85%-28.4pp | 25.88%-23.4pp | 578.59%-576.2pp |
| Employer contribution / active EE | $1,136 | $3,192-64.4% | $2,428-53.2% | $4,876-76.7% |
| Participant deferral / active EE | $1,045 | $4,383-76.2% | $3,706-71.8% | $5,439-80.8% |
| Admin fee / account holder | $73,273 | $8,563+755.7% | $5,608+1206.6% | $10,886+573.1% |