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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 | $9,302 | $156,398-94.1% | $147,318-93.7% | $138,895-93.3% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 6.31% | 78.75%-72.4pp | 70.43%-64.1pp | 145.39%-139.1pp |
| Employer contribution / active EE | $4,506 | $4,853-7.2% | $4,593-1.9% | $4,194+7.4% |
| Participant deferral / active EE | $2,384 | $8,237-71.1% | $7,906-69.8% | $6,396-62.7% |
| Admin fee / account holder | $47,578 | $14,976+217.7% | $13,708+247.1% | $12,562+278.7% |