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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 | $4,357 | $99,345-95.6% | $84,753-94.9% | $273,972-98.4% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 1.45% | 22.93%-21.5pp | 22.78%-21.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $912 | $4,214-78.3% | $3,574-74.5% | $4,869-81.3% |
| Participant deferral / active EE | $1,021 | $4,270-76.1% | $3,712-72.5% | $5,287-80.7% |
| Admin fee / account holder | $2,217 | $6,645-66.6% | $5,333-58.4% | $10,133-78.1% |