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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 | $9,441 | $110,337-91.4% | $102,383-90.8% | $145,877-93.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.20% | 24.83%-17.6pp | 24.94%-17.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,111 | $4,216-73.6% | $3,870-71.3% | $4,663-76.2% |
| Participant deferral / active EE | $1,389 | $5,621-75.3% | $5,060-72.6% | $6,691-79.2% |
| Admin fee / account holder | $15,060 | $9,750+54.5% | $8,391+79.5% | $13,402+12.4% |