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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 | $12,211 | $81,208-85.0% | $98,920-87.7% | $79,852-84.7% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 2.38% | 60.99%-58.6pp | 196.47%-194.1pp | 31.72%-29.3pp |
| Employer contribution / active EE | $1,050 | $1,960-46.4% | $2,689-60.9% | $2,471-57.5% |
| Participant deferral / active EE | $1,408 | $3,265-56.9% | $4,245-66.8% | $3,740-62.4% |
| Admin fee / account holder | $48,475 | $6,013+706.2% | $6,643+629.7% | $5,306+813.5% |