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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 | $16,108 | $59,467-72.9% | $93,727-82.8% | $74,478-78.4% |
| Participation rate | 18.1% | 59.6%-41.5pp | 68.7%-50.6pp | 67.2%-49.1pp |
| Annual return | 9.63% | 82.14%-72.5pp | 133.83%-124.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $773 | $1,267-39.0% | $2,421-68.1% | $2,626-70.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,499 | $3,028-50.5% | $8,292-81.9% | $1,946-23.0% |