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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 | $12,101 | $60,139-79.9% | $90,461-86.6% | $79,856-84.8% |
| Participation rate | 65.7% | 65.0%+0.7pp | 72.7%-7.0pp | 69.6%-3.9pp |
| Annual return | 6.22% | 71.96%-65.7pp | 1294.76%-1288.5pp | 31.71%-25.5pp |
| Employer contribution / active EE | $747 | $2,069-63.9% | $3,264-77.1% | $2,471-69.8% |
| Participant deferral / active EE | $697 | $2,939-76.3% | $3,964-82.4% | $3,741-81.4% |
| Admin fee / account holder | $1,249 | $3,978-68.6% | $5,617-77.8% | $5,306-76.5% |