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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 | $16,107 | $202,342-92.0% | $172,752-90.7% | $152,897-89.5% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.5%-14.0pp |
| Annual return | 0.95% | 1029.83%-1028.9pp | 802.97%-802.0pp | 345.43%-344.5pp |
| Employer contribution / active EE | $1,440 | $5,858-75.4% | $5,144-72.0% | $4,764-69.8% |
| Participant deferral / active EE | $1,578 | $5,948-73.5% | $5,198-69.6% | $5,851-73.0% |
| Admin fee / account holder | $20,719 | $17,111+21.1% | $13,955+48.5% | $11,599+78.6% |