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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 | $8,844 | $80,992-89.1% | $96,534-90.8% | $75,173-88.2% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 9.15% | 27.05%-17.9pp | 25.88%-16.7pp | 160.72%-151.6pp |
| Employer contribution / active EE | $1,500 | $2,283-34.3% | $2,965-49.4% | $2,671-43.8% |
| Participant deferral / active EE | $1,244 | $3,929-68.3% | $4,851-74.4% | $4,126-69.8% |
| Admin fee / account holder | $52,652 | $6,717+683.9% | $8,253+538.0% | $5,651+831.8% |