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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 | $1,424 | $174,379-99.2% | $152,093-99.1% | $138,895-99.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 3.93% | 74.86%-70.9pp | 66.36%-62.4pp | 145.39%-141.5pp |
| Employer contribution / active EE | $2,430 | $4,652-47.8% | $4,175-41.8% | $4,194-42.1% |
| Participant deferral / active EE | $1,396 | $6,159-77.3% | $5,451-74.4% | $6,396-78.2% |
| Admin fee / account holder | $2,641 | $16,880-84.4% | $14,497-81.8% | $12,562-79.0% |