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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 | $8,245 | $105,145-92.2% | $94,664-91.3% | $139,466-94.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 9.01% | 38.09%-29.1pp | 156.84%-147.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $11,730 | $4,107+185.6% | $3,673+219.4% | $4,754+146.7% |
| Participant deferral / active EE | $616 | $7,599-91.9% | $7,417-91.7% | $6,712-90.8% |
| Admin fee / account holder | $28,451 | $8,972+217.1% | $7,222+294.0% | $11,409+149.4% |