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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 | $10,401 | $154,228-93.3% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.40% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,378 | $4,804-71.3% | $4,554-69.7% | $4,156-66.8% |
| Participant deferral / active EE | $1,918 | $8,216-76.7% | $7,897-75.7% | $6,407-70.1% |
| Admin fee / account holder | $64,141 | $14,344+347.2% | $13,129+388.5% | $12,270+422.7% |