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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 | $16,222 | $184,014-91.2% | $161,149-89.9% | $138,895-88.3% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.8%-48.1pp | 79.9%-49.1pp |
| Annual return | 7.47% | 21.52%-14.1pp | 21.16%-13.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,343 | $6,909-80.6% | $6,153-78.2% | $6,396-79.0% |
| Admin fee / account holder | $27,485 | $18,027+52.5% | $15,194+80.9% | $12,562+118.8% |