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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 | $12,362 | $59,448-79.2% | $93,696-86.8% | $74,459-83.4% |
| Participation rate | 27.0% | 59.6%-32.6pp | 68.7%-41.7pp | 67.2%-40.2pp |
| Annual return | 8.58% | 82.11%-73.5pp | 133.74%-125.2pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,082 | $3,052-64.5% | $4,417-75.5% | $4,350-75.1% |
| Admin fee / account holder | $2,522 | $3,027-16.7% | $8,287-69.6% | $1,945+29.7% |