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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 | $6,983 | $87,060-92.0% | $105,591-93.4% | $80,911-91.4% |
| Participation rate | 55.8% | 70.4%-14.7pp | 75.3%-19.5pp | 67.6%-11.9pp |
| Annual return | 9.95% | 17.05%-7.1pp | 116.43%-106.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $813 | $3,986-79.6% | $5,008-83.8% | $4,297-81.1% |
| Admin fee / account holder | $827 | $8,442-90.2% | $11,024-92.5% | $6,935-88.1% |