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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 | $1,396 | $88,778-98.4% | $81,844-98.3% | $145,884-99.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 4.00% | 1033.03%-1029.0pp | 778.87%-774.9pp | 551.85%-547.9pp |
| Employer contribution / active EE | $362 | $3,087-88.3% | $2,916-87.6% | $4,662-92.2% |
| Participant deferral / active EE | $366 | $4,648-92.1% | $4,323-91.5% | $6,690-94.5% |
| Admin fee / account holder | $4,934 | $8,430-41.5% | $7,355-32.9% | $13,392-63.2% |