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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 | $3,318 | $117,846-97.2% | $102,434-96.8% | $145,884-97.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.10% | 31.90%-25.8pp | 29.46%-23.4pp | 551.85%-545.7pp |
| Employer contribution / active EE | $1,045 | $3,615-71.1% | $3,023-65.4% | $4,662-77.6% |
| Participant deferral / active EE | $1,045 | $5,733-81.8% | $5,055-79.3% | $6,690-84.4% |
| Admin fee / account holder | $3,333 | $13,356-75.0% | $9,462-64.8% | $13,392-75.1% |