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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 | $24,720 | $101,672-75.7% | $147,117-83.2% | $74,478-66.8% |
| Participation rate | 40.5% | 75.5%-35.0pp | 82.2%-41.7pp | 67.2%-26.7pp |
| Annual return | 9.51% | 8757.83%-8748.3pp | 420.54%-411.0pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $1,186 | $3,813-68.9% | $4,932-75.9% | $2,626-54.8% |
| Participant deferral / active EE | $2,578 | $7,305-64.7% | $8,065-68.0% | $4,350-40.7% |
| Admin fee / account holder | $5,464 | $1,753+211.7% | $12,993-57.9% | $1,946+180.8% |