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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 | $21,969 | $185,905-88.2% | $170,057-87.1% | $139,487-84.2% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 5.44% | 60.56%-55.1pp | 53.42%-48.0pp | 373.84%-368.4pp |
| Employer contribution / active EE | $2,987 | $7,597-60.7% | $6,790-56.0% | $4,755-37.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,201 | $15,397-92.2% | $12,826-90.6% | $11,407-89.5% |