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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 | $12,797 | $135,956-90.6% | $123,894-89.7% | $273,972-95.3% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 3.31% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $890 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,779 | $6,343-71.9% | $5,984-70.3% | $5,287-66.3% |
| Admin fee / account holder | $857 | $9,817-91.3% | $8,357-89.7% | $10,133-91.5% |