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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 | $6,113 | $64,920-90.6% | $103,693-94.1% | $86,983-93.0% |
| Participation rate | 30.8% | 63.6%-32.8pp | 72.6%-41.9pp | 69.5%-38.8pp |
| Annual return | 10.41% | 30.29%-19.9pp | 47.61%-37.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $399 | $2,141-81.4% | $2,920-86.4% | $2,584-84.6% |
| Participant deferral / active EE | $662 | $3,241-79.6% | $4,579-85.6% | $4,194-84.2% |
| Admin fee / account holder | $7,439 | $6,191+20.1% | $7,858-5.3% | $7,856-5.3% |