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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 | $9,005 | $93,598-90.4% | $135,974-93.4% | $75,173-88.0% |
| Participation rate | 40.7% | 75.2%-34.5pp | 81.9%-41.2pp | 67.2%-26.5pp |
| Annual return | 14.15% | 30.89%-16.7pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,385 | $3,538-60.9% | $4,859-71.5% | $2,671-48.2% |
| Participant deferral / active EE | $2,473 | $6,405-61.4% | $7,760-68.1% | $4,126-40.1% |
| Admin fee / account holder | $1,746 | $6,978-75.0% | $10,767-83.8% | $5,651-69.1% |