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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 | $21,396 | $85,766-75.1% | $136,297-84.3% | $70,124-69.5% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 11.68% | 31.45%-19.8pp | 5156.19%-5144.5pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,048 | $5,051-79.2% | $6,247-83.2% | $3,332-68.5% |
| Admin fee / account holder | $578 | $5,420-89.3% | $9,244-93.7% | $4,645-87.6% |