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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 | $1,480 | $115,814-98.7% | $101,275-98.5% | $158,982-99.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 2.48% | 56.16%-53.7pp | 46.48%-44.0pp | 302.99%-300.5pp |
| Employer contribution / active EE | $1,134 | $4,176-72.8% | $3,660-69.0% | $4,763-76.2% |
| Participant deferral / active EE | $271 | $4,958-94.5% | $4,371-93.8% | $5,983-95.5% |
| Admin fee / account holder | $2,954 | $7,249-59.3% | $5,948-50.3% | $11,252-73.7% |