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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 | $13,647 | $183,539-92.6% | $155,556-91.2% | $145,897-90.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.13% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $7,600 | $5,315+43.0% | $4,675+62.6% | $4,663+63.0% |
| Participant deferral / active EE | $471 | $6,467-92.7% | $5,631-91.6% | $6,689-93.0% |
| Admin fee / account holder | $782 | $19,275-95.9% | $15,885-95.1% | $13,390-94.2% |