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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 | $7,843 | $79,961-90.2% | $98,462-92.0% | $75,177-89.6% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.2%-5.5pp | 67.2%+2.5pp |
| Annual return | 10.63% | 19.75%-9.1pp | 21.17%-10.5pp | 160.75%-150.1pp |
| Employer contribution / active EE | $951 | $2,264-58.0% | $3,049-68.8% | $2,671-64.4% |
| Participant deferral / active EE | $777 | $3,753-79.3% | $4,738-83.6% | $4,126-81.2% |
| Admin fee / account holder | $762 | $6,842-88.9% | $8,875-91.4% | $5,651-86.5% |