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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 | $12,833 | $85,766-85.0% | $136,298-90.6% | $70,126-81.7% |
| Participation rate | 36.6% | 74.2%-37.6pp | 81.9%-45.3pp | 69.5%-33.0pp |
| Annual return | 8.57% | 31.46%-22.9pp | 5156.27%-5147.7pp | 73.15%-64.6pp |
| Employer contribution / active EE | $2,263 | $2,966-23.7% | $4,696-51.8% | $2,343-3.4% |
| Participant deferral / active EE | $1,320 | $5,051-73.9% | $6,247-78.9% | $3,332-60.4% |
| Admin fee / account holder | $804 | $5,421-85.2% | $9,244-91.3% | $4,645-82.7% |