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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 | $14,078 | $135,956-89.6% | $123,894-88.6% | $273,972-94.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 3.49% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $4,900 | $5,170-5.2% | $4,617+6.1% | $4,869+0.6% |
| Participant deferral / active EE | $568 | $6,343-91.1% | $5,984-90.5% | $5,287-89.3% |
| Admin fee / account holder | $2,249 | $9,817-77.1% | $8,357-73.1% | $10,133-77.8% |