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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 | $22,091 | $198,457-88.9% | $170,435-87.0% | $147,586-85.0% |
| Participation rate | 53.3% | 88.0%-34.6pp | 83.6%-30.3pp | 82.8%-29.5pp |
| Annual return | 6.12% | 257.30%-251.2pp | 205.94%-199.8pp | 578.59%-572.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,733 | $5,629-69.2% | $4,939-64.9% | $5,439-68.1% |
| Admin fee / account holder | $80,403 | $16,852+377.1% | $13,881+479.2% | $10,886+638.6% |