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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 | $2,163 | $102,245-97.9% | $89,340-97.6% | $137,256-98.4% |
| Participation rate | 63.6% | 74.9%-11.3pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 9.42% | 21.89%-12.5pp | 20.57%-11.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $272 | $2,529-89.3% | $2,231-87.8% | $4,156-93.5% |
| Participant deferral / active EE | $311 | $4,436-93.0% | $3,823-91.9% | $6,407-95.2% |
| Admin fee / account holder | $997 | $8,085-87.7% | $6,704-85.1% | $12,270-91.9% |