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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 | $3,826 | $165,399-97.7% | $149,745-97.4% | $158,982-97.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 5.60% | 348.34%-342.7pp | 276.72%-271.1pp | 302.99%-297.4pp |
| Employer contribution / active EE | $1,099 | $5,105-78.5% | $4,646-76.4% | $4,763-76.9% |
| Participant deferral / active EE | $2,074 | $7,183-71.1% | $6,843-69.7% | $5,983-65.3% |
| Admin fee / account holder | $5,782 | $10,811-46.5% | $9,312-37.9% | $11,252-48.6% |