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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 | $10,631 | $173,340-93.9% | $136,007-92.2% | $145,959-92.7% |
| Participation rate | 41.2% | 80.5%-39.3pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 1.02% | 1163.32%-1162.3pp | 579.32%-578.3pp | 561.95%-560.9pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,467 | $8,699-83.1% | $7,024-79.1% | $6,689-78.1% |
| Admin fee / account holder | $1,339 | $9,954-86.6% | $6,858-80.5% | $13,398-90.0% |