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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 | $9,186 | $201,264-95.4% | $184,185-95.0% | $145,978-93.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 6.35% | 29.00%-22.7pp | 28.81%-22.5pp | 550.52%-544.2pp |
| Employer contribution / active EE | $1,542 | $7,021-78.0% | $6,426-76.0% | $4,662-66.9% |
| Participant deferral / active EE | $2,048 | $9,806-79.1% | $9,132-77.6% | $6,690-69.4% |
| Admin fee / account holder | $970 | $16,376-94.1% | $13,909-93.0% | $13,400-92.8% |