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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 | $4,013 | $70,486-94.3% | $100,528-96.0% | $79,852-95.0% |
| Participation rate | 41.8% | 73.6%-31.9pp | 79.4%-37.6pp | 69.6%-27.9pp |
| Annual return | 6.86% | 21.90%-15.0pp | 30.90%-24.0pp | 31.72%-24.9pp |
| Employer contribution / active EE | $248 | $2,165-88.6% | $3,419-92.8% | $2,471-90.0% |
| Participant deferral / active EE | $253 | $5,182-95.1% | $6,271-96.0% | $3,740-93.2% |
| Admin fee / account holder | $768 | $4,480-82.9% | $8,084-90.5% | $5,306-85.5% |