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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 | $10,718 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.86% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,442 | $4,636-68.9% | $4,154-65.3% | $4,156-65.3% |
| Participant deferral / active EE | $1,283 | $6,166-79.2% | $5,453-76.5% | $6,407-80.0% |
| Admin fee / account holder | $7,297 | $16,471-55.7% | $14,116-48.3% | $12,270-40.5% |