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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 | $7,198 | $86,938-91.7% | $102,423-93.0% | $80,925-91.1% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 8.59% | 18.89%-10.3pp | 29.42%-20.8pp | 35.65%-27.1pp |
| Employer contribution / active EE | $953 | $2,369-59.8% | $3,023-68.5% | $2,756-65.4% |
| Participant deferral / active EE | $1,535 | $4,120-62.7% | $5,054-69.6% | $4,299-64.3% |
| Admin fee / account holder | $1,288 | $8,053-84.0% | $9,455-86.4% | $6,940-81.4% |