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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 | $17,689 | $192,829-90.8% | $142,516-87.6% | $139,466-87.3% |
| Participation rate | 66.7% | 81.4%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 6.10% | 17.99%-11.9pp | 19.99%-13.9pp | 373.66%-367.6pp |
| Employer contribution / active EE | $1,774 | $5,808-69.5% | $4,849-63.4% | $4,754-62.7% |
| Participant deferral / active EE | $1,817 | $7,200-74.8% | $6,280-71.1% | $6,712-72.9% |
| Admin fee / account holder | $31,475 | $15,120+108.2% | $10,008+214.5% | $11,409+175.9% |