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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 | $10,500 | $185,312-94.3% | $161,489-93.5% | $154,746-93.2% |
| Participation rate | 7.7% | 82.5%-74.8pp | 78.7%-71.0pp | 80.7%-73.0pp |
| Annual return | 8.63% | 103.84%-95.2pp | 89.72%-81.1pp | 172.34%-163.7pp |
| Employer contribution / active EE | $2,956 | $4,769-38.0% | $4,268-30.7% | $4,379-32.5% |
| Participant deferral / active EE | $406 | $6,350-93.6% | $5,630-92.8% | $6,730-94.0% |
| Admin fee / account holder | $32,961 | $18,654+76.7% | $16,006+105.9% | $14,365+129.4% |