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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 | $6,417 | $48,053-86.6% | $84,637-92.4% | $72,976-91.2% |
| Participation rate | 54.3% | 57.6%-3.3pp | 68.2%-14.0pp | 69.5%-15.2pp |
| Annual return | 14.89% | 37.39%-22.5pp | 258.82%-243.9pp | 81.02%-66.1pp |
| Employer contribution / active EE | $3,522 | $1,602+119.9% | $2,653+32.7% | $2,440+44.3% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,741 | $3,395+10.2% | $4,914-23.9% | $5,124-27.0% |