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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 | $29,330 | $168,635-82.6% | $147,617-80.1% | $125,389-76.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.10% | 77.65%-81.8pp | 61.98%-66.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $11,833 | $6,252+89.3% | $5,564+112.7% | $4,866+143.2% |
| Participant deferral / active EE | $755 | $5,507-86.3% | $4,895-84.6% | $5,352-85.9% |
| Admin fee / account holder | $1,179 | $13,580-91.3% | $11,612-89.9% | $9,541-87.6% |