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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 | $18,880 | $85,766-78.0% | $136,298-86.1% | $70,126-73.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 11.40% | 31.46%-20.1pp | 5156.27%-5144.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $926 | $2,966-68.8% | $4,696-80.3% | $2,343-60.5% |
| Participant deferral / active EE | $1,295 | $5,051-74.4% | $6,247-79.3% | $3,332-61.1% |
| Admin fee / account holder | $11,049 | $5,421+103.8% | $9,244+19.5% | $4,645+137.8% |