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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 | $13,963 | $103,392-86.5% | $87,104-84.0% | $152,897-90.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 9.99% | 28.10%-18.1pp | 28.19%-18.2pp | 345.43%-335.4pp |
| Employer contribution / active EE | $7,246 | $3,221+125.0% | $2,521+187.4% | $4,764+52.1% |
| Participant deferral / active EE | $1,233 | $4,778-74.2% | $4,048-69.5% | $5,851-78.9% |
| Admin fee / account holder | $48,666 | $12,194+299.1% | $7,491+549.7% | $11,599+319.6% |