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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 | $1,340 | $107,666-98.8% | $102,184-98.7% | $154,746-99.1% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 7.69% | 29.33%-21.6pp | 31.58%-23.9pp | 172.34%-164.7pp |
| Employer contribution / active EE | $400 | $3,846-89.6% | $3,594-88.9% | $4,379-90.9% |
| Participant deferral / active EE | $800 | $8,719-90.8% | $8,309-90.4% | $6,730-88.1% |
| Admin fee / account holder | $1,514 | $12,943-88.3% | $11,609-87.0% | $14,365-89.5% |