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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 | $7,929 | $77,920-89.8% | $149,723-94.7% | $75,177-89.5% |
| Participation rate | 62.5% | 65.6%-3.1pp | 78.8%-16.3pp | 67.2%-4.7pp |
| Annual return | 10.98% | 31.72%-20.7pp | 134.50%-123.5pp | 160.75%-149.8pp |
| Employer contribution / active EE | $682 | $3,138-78.3% | $4,821-85.9% | $2,671-74.5% |
| Participant deferral / active EE | $802 | $3,411-76.5% | $5,682-85.9% | $4,126-80.6% |
| Admin fee / account holder | $3,239 | $5,951-45.6% | $13,215-75.5% | $5,651-42.7% |