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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 | $7,134 | $71,215-90.0% | $93,696-92.4% | $80,935-91.2% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 6.41% | 11.27%-4.9pp | 133.74%-127.3pp | 35.66%-29.3pp |
| Employer contribution / active EE | $653 | $1,565-58.3% | $2,422-73.0% | $2,757-76.3% |
| Participant deferral / active EE | $658 | $4,037-83.7% | $4,417-85.1% | $4,299-84.7% |
| Admin fee / account holder | $6,822 | $6,958-2.0% | $8,287-17.7% | $6,924-1.5% |