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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 | $13,992 | $156,398-91.1% | $147,318-90.5% | $138,895-89.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 12.08% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,041 | $4,853-78.5% | $4,593-77.3% | $4,194-75.2% |
| Participant deferral / active EE | $1,549 | $8,237-81.2% | $7,906-80.4% | $6,396-75.8% |
| Admin fee / account holder | $6,350 | $14,976-57.6% | $13,708-53.7% | $12,562-49.5% |