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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 | $6,034 | $172,111-96.5% | $150,298-96.0% | $137,256-95.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 3.10% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,431 | $4,636-69.1% | $4,154-65.5% | $4,156-65.6% |
| Participant deferral / active EE | $731 | $6,166-88.1% | $5,453-86.6% | $6,407-88.6% |
| Admin fee / account holder | $57,270 | $16,471+247.7% | $14,116+305.7% | $12,270+366.7% |