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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 | $5,455 | $114,119-95.2% | $107,187-94.9% | $138,895-96.1% |
| Participation rate | 7.1% | 78.1%-70.9pp | 75.0%-67.9pp | 79.9%-72.8pp |
| Annual return | 5.67% | 273.21%-267.5pp | 204.55%-198.9pp | 145.39%-139.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,356 | $5,538-75.5% | $5,096-73.4% | $6,396-78.8% |
| Admin fee / account holder | $15,414 | $10,024+53.8% | $9,162+68.2% | $12,562+22.7% |