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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 | $4,900 | $154,228-96.8% | $145,433-96.6% | $137,256-96.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.58% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $994 | $4,804-79.3% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $994 | $8,216-87.9% | $7,897-87.4% | $6,407-84.5% |
| Admin fee / account holder | $14,896 | $14,344+3.9% | $13,129+13.5% | $12,270+21.4% |