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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 | $21,325 | $102,385-79.2% | $147,080-85.5% | $80,935-73.7% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 10.67% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $2,208 | $3,717-40.6% | $4,933-55.3% | $2,757-19.9% |
| Participant deferral / active EE | $2,526 | $6,651-62.0% | $8,066-68.7% | $4,299-41.2% |
| Admin fee / account holder | $4,730 | $7,951-40.5% | $12,989-63.6% | $6,924-31.7% |