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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 | $8,316 | $182,442-95.4% | $163,379-94.9% | $138,895-94.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 9.77% | 72.74%-63.0pp | 63.41%-53.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $540 | $4,159-87.0% | $3,752-85.6% | $4,194-87.1% |
| Participant deferral / active EE | $640 | $6,817-90.6% | $6,282-89.8% | $6,396-90.0% |
| Admin fee / account holder | $3,704 | $10,396-64.4% | $9,818-62.3% | $12,562-70.5% |