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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 | $890 | $88,815-99.0% | $81,882-98.9% | $145,897-99.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 6.31% | 1033.75%-1027.4pp | 779.47%-773.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $331 | $3,086-89.3% | $2,916-88.6% | $4,663-92.9% |
| Participant deferral / active EE | $437 | $4,647-90.6% | $4,323-89.9% | $6,689-93.5% |
| Admin fee / account holder | $1,122 | $8,434-86.7% | $7,360-84.8% | $13,390-91.6% |