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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 | $9,993 | $112,729-91.1% | $98,716-89.9% | $137,256-92.7% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.3%-31.2pp | 80.0%-41.9pp |
| Annual return | 9.82% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $739 | $2,725-72.9% | $2,279-67.6% | $4,156-82.2% |
| Participant deferral / active EE | $1,050 | $4,640-77.4% | $4,048-74.1% | $6,407-83.6% |
| Admin fee / account holder | $3,446 | $10,129-66.0% | $8,703-60.4% | $12,270-71.9% |