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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 | $4,066 | $162,136-97.5% | $152,301-97.3% | $154,746-97.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 1.59% | 91.02%-89.4pp | 80.50%-78.9pp | 172.34%-170.7pp |
| Employer contribution / active EE | $937 | $4,890-80.8% | $4,624-79.7% | $4,379-78.6% |
| Participant deferral / active EE | $1,101 | $8,341-86.8% | $8,004-86.2% | $6,730-83.6% |
| Admin fee / account holder | $8,839 | $15,759-43.9% | $14,398-38.6% | $14,365-38.5% |