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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 | $5,538 | $126,661-95.6% | $113,397-95.1% | $138,895-96.0% |
| Participation rate | 16.7% | 79.4%-62.8pp | 76.5%-59.8pp | 79.9%-63.3pp |
| Annual return | 8.33% | 25.05%-16.7pp | 23.20%-14.9pp | 145.39%-137.1pp |
| Employer contribution / active EE | $976 | $3,456-71.8% | $2,977-67.2% | $4,194-76.7% |
| Participant deferral / active EE | $1,597 | $5,693-71.9% | $5,076-68.5% | $6,396-75.0% |
| Admin fee / account holder | $28,532 | $14,549+96.1% | $11,957+138.6% | $12,562+127.1% |