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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 | $9,076 | $49,249-81.6% | $70,476-87.1% | $79,852-88.6% |
| Participation rate | 69.3% | 69.2%+0.2pp | 75.1%-5.7pp | 69.6%-0.3pp |
| Annual return | 4.72% | 30.09%-25.4pp | 109.12%-104.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $775 | $2,100-63.1% | $2,738-71.7% | $2,471-68.6% |
| Participant deferral / active EE | $581 | $2,769-79.0% | $3,710-84.3% | $3,740-84.5% |
| Admin fee / account holder | $2,029 | $2,878-29.5% | $3,847-47.3% | $5,306-61.8% |