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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 | $28,296 | $101,672-72.2% | $147,117-80.8% | $74,478-62.0% |
| Participation rate | 59.4% | 75.5%-16.1pp | 82.2%-22.8pp | 67.2%-7.8pp |
| Annual return | 10.67% | 8757.83%-8747.2pp | 420.54%-409.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,254 | $3,813-67.1% | $4,932-74.6% | $2,626-52.2% |
| Participant deferral / active EE | $1,731 | $7,305-76.3% | $8,065-78.5% | $4,350-60.2% |
| Admin fee / account holder | $11,339 | $1,753+546.7% | $12,993-12.7% | $1,946+482.7% |