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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 | $79,184-74.3% | $102,438-80.1% | $74,546-72.7% |
| Participation rate | 36.6% | 74.8%-38.1pp | 76.5%-39.9pp | 67.2%-30.6pp |
| Annual return | 9.83% | 54.95%-45.1pp | 29.37%-19.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $805 | $2,362-65.9% | $3,024-73.4% | $2,624-69.3% |
| Participant deferral / active EE | $1,412 | $4,414-68.0% | $5,054-72.1% | $4,347-67.5% |
| Admin fee / account holder | $8,941 | $2,001+346.8% | $9,448-5.4% | $1,944+360.0% |