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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 | $20,366 | $79,209-74.3% | $102,434-80.1% | $74,459-72.6% |
| Participation rate | 36.6% | 74.8%-38.2pp | 76.5%-39.9pp | 67.2%-30.6pp |
| Annual return | 9.83% | 54.98%-45.2pp | 29.46%-19.6pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $805 | $2,362-65.9% | $3,023-73.4% | $2,626-69.4% |
| Participant deferral / active EE | $1,412 | $4,417-68.0% | $5,055-72.1% | $4,350-67.5% |
| Admin fee / account holder | $8,941 | $2,002+346.6% | $9,462-5.5% | $1,945+359.7% |