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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 | $18,937 | $89,259-78.8% | $107,187-82.3% | $82,637-77.1% |
| Participation rate | 68.1% | 67.9%+0.2pp | 75.0%-6.9pp | 68.1%0pp |
| Annual return | 10.61% | 21.02%-10.4pp | 204.55%-193.9pp | 53.51%-42.9pp |
| Employer contribution / active EE | $8,630 | $3,080+180.2% | $3,782+128.2% | $2,552+238.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,274 | $7,381-82.7% | $9,162-86.1% | $7,339-82.6% |