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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 | $20,662 | $150,447-86.3% | $136,298-84.8% | $147,586-86.0% |
| Participation rate | 9.1% | 84.4%-75.3pp | 81.9%-72.8pp | 82.8%-73.7pp |
| Annual return | 9.30% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $579 | $6,631-91.3% | $6,247-90.7% | $5,439-89.4% |
| Admin fee / account holder | $12,284 | $10,906+12.6% | $9,244+32.9% | $10,886+12.8% |