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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 | $20,234 | $201,344-90.0% | $184,243-89.0% | $145,877-86.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.96% | 29.01%-20.0pp | 28.82%-19.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,411 | $7,022-65.7% | $6,427-62.5% | $4,663-48.3% |
| Participant deferral / active EE | $1,181 | $9,807-88.0% | $9,132-87.1% | $6,691-82.3% |
| Admin fee / account holder | $38,605 | $16,382+135.7% | $13,914+177.5% | $13,402+188.1% |