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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 | $11,092 | $210,698-94.7% | $178,014-93.8% | $145,959-92.4% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 6.05% | 386.27%-380.2pp | 294.80%-288.8pp | 561.95%-555.9pp |
| Employer contribution / active EE | $760 | $4,567-83.4% | $3,950-80.7% | $4,661-83.7% |
| Participant deferral / active EE | $760 | $6,958-89.1% | $6,276-87.9% | $6,689-88.6% |
| Admin fee / account holder | $4,456 | $12,016-62.9% | $10,362-57.0% | $13,398-66.7% |