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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 | $15,484 | $212,386-92.7% | $199,883-92.3% | $138,895-88.9% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 10.51% | 47.75%-37.2pp | 43.81%-33.3pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,361 | $6,625-64.4% | $6,261-62.3% | $4,194-43.7% |
| Participant deferral / active EE | $2,361 | $9,617-75.5% | $9,138-74.2% | $6,396-63.1% |
| Admin fee / account holder | $69,969 | $18,233+283.7% | $17,268+305.2% | $12,562+457.0% |