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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 | $10,416 | $94,749-89.0% | $112,899-90.8% | $139,466-92.5% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.9pp | 80.3%-13.7pp |
| Annual return | 8.13% | 40.92%-32.8pp | 34.11%-26.0pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,298 | $4,630-72.0% | $4,566-71.6% | $4,754-72.7% |
| Participant deferral / active EE | $1,308 | $6,517-79.9% | $6,516-79.9% | $6,712-80.5% |
| Admin fee / account holder | $685 | $8,530-92.0% | $7,047-90.3% | $11,409-94.0% |