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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 | $15,369 | $70,684-78.3% | $169,397-90.9% | $75,177-79.6% |
| Participation rate | 28.9% | 64.8%-35.9pp | 77.2%-48.3pp | 67.2%-38.3pp |
| Annual return | 12.06% | 36.38%-24.3pp | 406.23%-394.2pp | 160.75%-148.7pp |
| Employer contribution / active EE | $601 | $2,211-72.8% | $4,013-85.0% | $2,671-77.5% |
| Participant deferral / active EE | $797 | $4,310-81.5% | $6,223-87.2% | $4,126-80.7% |
| Admin fee / account holder | $9,969 | $5,404+84.5% | $9,017+10.6% | $5,651+76.4% |