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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 | $149,741-94.8% | $118,914-93.5% | $158,982-95.1% |
| Participation rate | 66.7% | 82.1%-15.5pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 0.16% | 19.94%-19.8pp | 35.89%-35.7pp | 302.99%-302.8pp |
| Employer contribution / active EE | $3,403 | $4,119-17.4% | $3,264+4.3% | $4,763-28.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,915 | $8,607-42.9% | $6,582-25.3% | $11,252-56.3% |