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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 | $5,603 | $110,303-94.9% | $95,759-94.1% | $139,487-96.0% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 3.69% | 27.19%-23.5pp | 28.42%-24.7pp | 373.84%-370.2pp |
| Employer contribution / active EE | $600 | $3,261-81.6% | $2,836-78.8% | $4,755-87.4% |
| Participant deferral / active EE | $600 | $4,674-87.2% | $4,244-85.9% | $6,713-91.1% |
| Admin fee / account holder | $695 | $6,615-89.5% | $5,678-87.8% | $11,407-93.9% |