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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 | $21,960 | $62,177-64.7% | $81,370-73.0% | $74,478-70.5% |
| Participation rate | 44.0% | 64.1%-20.1pp | 69.5%-25.5pp | 67.2%-23.2pp |
| Annual return | 11.10% | 16.62%-5.5pp | 24.85%-13.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $644 | $1,881-65.7% | $2,464-73.8% | $2,626-75.5% |
| Participant deferral / active EE | $900 | $3,219-72.0% | $3,885-76.8% | $4,350-79.3% |
| Admin fee / account holder | $939 | $1,927-51.2% | $5,749-83.7% | $1,946-51.7% |