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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 | $16,336 | $176,786-90.8% | $146,643-88.9% | $167,536-90.2% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 0.93% | 24.04%-23.1pp | 22.75%-21.8pp | 478.82%-477.9pp |
| Employer contribution / active EE | $1,756 | $5,161-66.0% | $4,137-57.5% | $4,839-63.7% |
| Participant deferral / active EE | $1,756 | $6,440-72.7% | $5,506-68.1% | $6,342-72.3% |
| Admin fee / account holder | $7,301 | $13,262-44.9% | $10,280-29.0% | $12,315-40.7% |