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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 | $14,380 | $165,361-91.3% | $149,715-90.4% | $158,950-91.0% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 7.52% | 348.24%-340.7pp | 276.66%-269.1pp | 302.91%-295.4pp |
| Employer contribution / active EE | $1,247 | $5,103-75.6% | $4,645-73.1% | $4,762-73.8% |
| Participant deferral / active EE | $1,346 | $7,182-81.3% | $6,842-80.3% | $5,983-77.5% |
| Admin fee / account holder | $3,419 | $10,808-68.4% | $9,310-63.3% | $11,248-69.6% |