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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 | $20,691 | $85,766-75.9% | $136,298-84.8% | $70,126-70.5% |
| Participation rate | 30.2% | 74.2%-44.0pp | 81.9%-51.7pp | 69.5%-39.4pp |
| Annual return | 13.10% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $718 | $5,051-85.8% | $6,247-88.5% | $3,332-78.4% |
| Admin fee / account holder | $3,191 | $5,421-41.1% | $9,244-65.5% | $4,645-31.3% |