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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 | $12,881 | $157,304-91.8% | $141,197-90.9% | $152,909-91.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 10.19% | 64.34%-54.2pp | 71.41%-61.2pp | 345.46%-335.3pp |
| Employer contribution / active EE | $1,529 | $5,263-70.9% | $4,736-67.7% | $4,764-67.9% |
| Participant deferral / active EE | $2,288 | $7,111-67.8% | $6,710-65.9% | $5,851-60.9% |
| Admin fee / account holder | $154,610 | $12,126+1175.0% | $10,265+1406.2% | $11,601+1232.8% |