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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 | $8,132 | $117,859-93.1% | $102,438-92.1% | $145,959-94.4% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 7.55% | 31.72%-24.2pp | 29.37%-21.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,840 | $3,615-49.1% | $3,024-39.1% | $4,661-60.5% |
| Participant deferral / active EE | $1,417 | $5,732-75.3% | $5,054-72.0% | $6,689-78.8% |
| Admin fee / account holder | $3,758 | $13,318-71.8% | $9,448-60.2% | $13,398-71.9% |