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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 | $99,875-94.5% | $146,866-96.3% | $86,983-93.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 9.83% | 28.10%-18.3pp | 102.85%-93.0pp | 25.83%-16.0pp |
| Employer contribution / active EE | $778 | $3,224-75.9% | $4,425-82.4% | $2,584-69.9% |
| Participant deferral / active EE | $827 | $6,322-86.9% | $7,759-89.3% | $4,194-80.3% |
| Admin fee / account holder | $718 | $7,838-90.8% | $13,620-94.7% | $7,856-90.9% |