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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 | $24,710 | $67,594-63.4% | $77,361-68.1% | $69,733-64.6% |
| Participation rate | 20.9% | 71.7%-50.8pp | 75.0%-54.1pp | 62.5%-41.5pp |
| Annual return | 5.91% | 19.20%-13.3pp | 1011.54%-1005.6pp | 15.22%-9.3pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $250 | $3,401-92.7% | $3,911-93.6% | $3,054-91.8% |
| Admin fee / account holder | $3,332 | $1,159+187.4% | $5,894-43.5% | $3,102+7.4% |