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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 | $9,364 | $124,425-92.5% | $112,040-91.6% | $137,256-93.2% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 9.48% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.9pp |
| Employer contribution / active EE | $876 | $3,411-74.3% | $2,954-70.3% | $4,156-78.9% |
| Participant deferral / active EE | $982 | $5,718-82.8% | $5,098-80.7% | $6,407-84.7% |
| Admin fee / account holder | $532 | $15,207-96.5% | $12,098-95.6% | $12,270-95.7% |