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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 | $10,423 | $184,014-94.3% | $161,149-93.5% | $138,895-92.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 7.71% | 21.52%-13.8pp | 21.16%-13.4pp | 145.39%-137.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $475 | $6,909-93.1% | $6,153-92.3% | $6,396-92.6% |
| Admin fee / account holder | $6,996 | $18,027-61.2% | $15,194-54.0% | $12,562-44.3% |