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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 | $13,695 | $78,636-82.6% | $105,607-87.0% | $74,459-81.6% |
| Participation rate | 37.8% | 72.8%-35.0pp | 75.3%-37.5pp | 67.2%-29.4pp |
| Annual return | 4.60% | 15.96%-11.4pp | 116.11%-111.5pp | 1369.70%-1365.1pp |
| Employer contribution / active EE | $932 | $2,523-63.1% | $3,167-70.6% | $2,626-64.5% |
| Participant deferral / active EE | $1,859 | $4,322-57.0% | $5,011-62.9% | $4,350-57.3% |
| Admin fee / account holder | $1,282 | $2,220-42.3% | $10,958-88.3% | $1,945-34.1% |