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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 | $15,391 | $68,394-77.5% | $94,672-83.7% | $75,177-79.5% |
| Participation rate | 33.3% | 76.1%-42.7pp | 80.8%-47.5pp | 67.2%-33.9pp |
| Annual return | 14.43% | 616.92%-602.5pp | 156.89%-142.5pp | 160.75%-146.3pp |
| Employer contribution / active EE | $808 | $2,701-70.1% | $3,673-78.0% | $2,671-69.8% |
| Participant deferral / active EE | $1,678 | $6,536-74.3% | $7,417-77.4% | $4,126-59.3% |
| Admin fee / account holder | $7,871 | $5,326+47.8% | $7,222+9.0% | $5,651+39.3% |