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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 | $6,210 | $48,078-87.1% | $78,676-92.1% | $62,881-90.1% |
| Participation rate | 64.8% | 65.2%-0.4pp | 73.6%-8.8pp | 69.3%-4.5pp |
| Annual return | 0.19% | 31.36%-31.2pp | 62.19%-62.0pp | 20.14%-20.0pp |
| Employer contribution / active EE | $477 | $2,015-76.3% | $2,850-83.3% | $2,281-79.1% |
| Participant deferral / active EE | $318 | $2,587-87.7% | $3,517-91.0% | $3,203-90.1% |
| Admin fee / account holder | $899 | $3,206-72.0% | $4,510-80.1% | $4,296-79.1% |