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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 | $5,969 | $156,398-96.2% | $147,318-95.9% | $138,895-95.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 12.23% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,499 | $4,853-69.1% | $4,593-67.4% | $4,194-64.3% |
| Participant deferral / active EE | $1,499 | $8,237-81.8% | $7,906-81.0% | $6,396-76.6% |
| Admin fee / account holder | $5,961 | $14,976-60.2% | $13,708-56.5% | $12,562-52.5% |