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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 | $30,066 | $88,137-65.9% | $164,975-81.8% | $74,429-59.6% |
| Participation rate | 17.9% | 73.1%-55.2pp | 78.6%-60.7pp | 67.2%-49.3pp |
| Annual return | 9.94% | 17.13%-7.2pp | 70.12%-60.2pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $705 | $4,501-84.3% | $6,033-88.3% | $4,348-83.8% |
| Admin fee / account holder | $26,949 | $2,231+1107.7% | $12,688+112.4% | $1,944+1286.1% |