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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 | $6,776 | $209,336-96.8% | $197,124-96.6% | $137,256-95.1% |
| Participation rate | 18.2% | 87.3%-69.1pp | 86.7%-68.5pp | 80.0%-61.8pp |
| Annual return | 8.42% | 48.09%-39.7pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $358 | $9,614-96.3% | $9,135-96.1% | $6,407-94.4% |
| Admin fee / account holder | $3,777 | $17,308-78.2% | $16,298-76.8% | $12,270-69.2% |