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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 | $9,110 | $174,379-94.8% | $152,093-94.0% | $138,895-93.4% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 9.65% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $892 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $1,382 | $6,159-77.6% | $5,451-74.6% | $6,396-78.4% |
| Admin fee / account holder | $5,280 | $16,880-68.7% | $14,497-63.6% | $12,562-58.0% |