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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 | $24,138 | $102,385-76.4% | $147,080-83.6% | $80,935-70.2% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 9.56% | 135.09%-125.5pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,575 | $3,717-57.6% | $4,933-68.1% | $2,757-42.9% |
| Participant deferral / active EE | $2,404 | $6,651-63.8% | $8,066-70.2% | $4,299-44.1% |
| Admin fee / account holder | $9,951 | $7,951+25.2% | $12,989-23.4% | $6,924+43.7% |