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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 | $13,647 | $154,228-91.2% | $145,433-90.6% | $137,256-90.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 8.20% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,166 | $4,804-75.7% | $4,554-74.4% | $4,156-71.9% |
| Participant deferral / active EE | $1,730 | $8,216-78.9% | $7,897-78.1% | $6,407-73.0% |
| Admin fee / account holder | $5,658 | $14,344-60.6% | $13,129-56.9% | $12,270-53.9% |