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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 | $3,216 | $110,379-97.1% | $102,412-96.9% | $145,884-97.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 3.90% | 24.84%-20.9pp | 24.94%-21.0pp | 551.85%-547.9pp |
| Employer contribution / active EE | $1,169 | $4,216-72.3% | $3,870-69.8% | $4,662-74.9% |
| Participant deferral / active EE | $1,335 | $5,622-76.3% | $5,060-73.6% | $6,690-80.0% |
| Admin fee / account holder | $8,773 | $9,745-10.0% | $8,388+4.6% | $13,392-34.5% |