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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 | $18,415 | $185,883-90.1% | $170,043-89.2% | $139,466-86.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 4.60% | 60.54%-55.9pp | 53.40%-48.8pp | 373.66%-369.1pp |
| Employer contribution / active EE | $1,658 | $7,596-78.2% | $6,790-75.6% | $4,754-65.1% |
| Participant deferral / active EE | $2,065 | $11,626-82.2% | $10,410-80.2% | $6,712-69.2% |
| Admin fee / account holder | $1,300 | $15,393-91.6% | $12,824-89.9% | $11,409-88.6% |