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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 | $24,098 | $74,089-67.5% | $133,975-82.0% | $55,167-56.3% |
| Participation rate | 39.0% | 84.3%-45.2pp | 87.1%-48.0pp | 69.0%-29.9pp |
| Annual return | 5.54% | 12.11%-6.6pp | 29.29%-23.8pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,275 | $4,678-72.8% | $6,282-79.7% | $3,054-58.3% |
| Admin fee / account holder | $2,456 | $458+436.0% | $9,324-73.7% | $504+387.4% |