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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 | $7,024 | $148,623-95.3% | $135,974-94.8% | $139,466-95.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.12% | 79.30%-68.2pp | 68.30%-57.2pp | 373.66%-362.5pp |
| Employer contribution / active EE | $1,107 | $5,246-78.9% | $4,859-77.2% | $4,754-76.7% |
| Participant deferral / active EE | $605 | $8,103-92.5% | $7,760-92.2% | $6,712-91.0% |
| Admin fee / account holder | $9,485 | $12,406-23.5% | $10,767-11.9% | $11,409-16.9% |