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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 | $15,906 | $183,988-91.4% | $162,177-90.2% | $152,897-89.6% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 9.75% | 150.79%-141.0pp | 115.60%-105.9pp | 345.43%-335.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $943 | $8,032-88.3% | $7,297-87.1% | $5,851-83.9% |
| Admin fee / account holder | $28,726 | $13,123+118.9% | $10,843+164.9% | $11,599+147.7% |