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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 | $8,328 | $162,136-94.9% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 10.55% | 91.02%-80.5pp | 80.50%-69.9pp | 172.34%-161.8pp |
| Employer contribution / active EE | $916 | $4,890-81.3% | $4,624-80.2% | $4,379-79.1% |
| Participant deferral / active EE | $2,084 | $8,341-75.0% | $8,004-74.0% | $6,730-69.0% |
| Admin fee / account holder | $24,243 | $15,759+53.8% | $14,398+68.4% | $14,365+68.8% |