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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 | $27,099 | $78,636-65.5% | $105,607-74.3% | $74,459-63.6% |
| Participation rate | 31.1% | 72.8%-41.7pp | 75.3%-44.2pp | 67.2%-36.1pp |
| Annual return | 7.80% | 15.96%-8.2pp | 116.11%-108.3pp | 1369.70%-1361.9pp |
| Employer contribution / active EE | $686 | $2,523-72.8% | $3,167-78.3% | $2,626-73.9% |
| Participant deferral / active EE | $1,234 | $4,322-71.4% | $5,011-75.4% | $4,350-71.6% |
| Admin fee / account holder | $19,063 | $2,220+758.6% | $10,958+74.0% | $1,945+880.2% |