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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 | $26,772 | $79,223-66.2% | $102,460-73.9% | $74,478-64.1% |
| Participation rate | 59.0% | 74.8%-15.8pp | 76.5%-17.5pp | 67.2%-8.2pp |
| Annual return | 10.20% | 54.98%-44.8pp | 29.47%-19.3pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,022 | $2,363-56.8% | $3,025-66.2% | $2,626-61.1% |
| Participant deferral / active EE | $1,558 | $4,417-64.7% | $5,056-69.2% | $4,350-64.2% |
| Admin fee / account holder | $3,236 | $2,003+61.5% | $9,460-65.8% | $1,946+66.3% |