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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 | $12,801 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 8.50% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,501 | $4,853-69.1% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $1,654 | $8,237-79.9% | $7,906-79.1% | $6,396-74.1% |
| Admin fee / account holder | $39,022 | $14,976+160.6% | $13,708+184.7% | $12,562+210.6% |