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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 | $12,076 | $148,582-91.9% | $135,942-91.1% | $139,456-91.3% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 11.85% | 79.26%-67.4pp | 68.28%-56.4pp | 373.45%-361.6pp |
| Employer contribution / active EE | $1,723 | $5,245-67.1% | $4,858-64.5% | $4,753-63.7% |
| Participant deferral / active EE | $1,982 | $8,101-75.5% | $7,759-74.5% | $6,711-70.5% |
| Admin fee / account holder | $1,487 | $12,402-88.0% | $10,764-86.2% | $11,407-87.0% |