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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 | $7,732 | $149,754-94.8% | $118,934-93.5% | $158,931-95.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 0.16% | 19.95%-19.8pp | 35.88%-35.7pp | 302.86%-302.7pp |
| Employer contribution / active EE | $3,403 | $4,116-17.3% | $3,263+4.3% | $4,761-28.5% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,915 | $8,603-42.9% | $6,580-25.3% | $11,247-56.3% |