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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 | $6,907 | $84,236-91.8% | $170,435-95.9% | $70,126-90.2% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 7.68% | 23.06%-15.4pp | 205.94%-198.3pp | 73.15%-65.5pp |
| Employer contribution / active EE | $673 | $3,387-80.1% | $5,432-87.6% | $2,343-71.2% |
| Participant deferral / active EE | $714 | $3,086-76.8% | $4,939-85.5% | $3,332-78.6% |
| Admin fee / account holder | $5,359 | $5,698-6.0% | $13,881-61.4% | $4,645+15.3% |