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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 | $10,245 | $148,623-93.1% | $135,974-92.5% | $139,466-92.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 8.97% | 79.30%-70.3pp | 68.30%-59.3pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,123 | $5,246-78.6% | $4,859-76.9% | $4,754-76.4% |
| Participant deferral / active EE | $2,004 | $8,103-75.3% | $7,760-74.2% | $6,712-70.1% |
| Admin fee / account holder | $50,111 | $12,406+303.9% | $10,767+365.4% | $11,409+339.2% |