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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 | $39,774 | $137,414-71.1% | $189,537-79.0% | $85,847-53.7% |
| Participation rate | 26.0% | 84.6%-58.6pp | 87.8%-61.8pp | 69.3%-43.3pp |
| Annual return | 8.67% | 38.14%-29.5pp | 555.34%-546.7pp | 318.61%-309.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,560 | $6,260-75.1% | $8,220-81.0% | $3,952-60.5% |
| Admin fee / account holder | $4,068 | $8,630-52.9% | $12,048-66.2% | $6,261-35.0% |