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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 | $5,485 | $106,749-94.9% | $145,433-96.2% | $82,448-93.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 9.83% | 27.59%-17.8pp | 66.58%-56.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $778 | $3,444-77.4% | $4,554-82.9% | $2,551-69.5% |
| Participant deferral / active EE | $827 | $6,519-87.3% | $7,897-89.5% | $4,139-80.0% |
| Admin fee / account holder | $718 | $8,390-91.4% | $13,129-94.5% | $7,234-90.1% |