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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 | $2,127 | $52,678-96.0% | $75,784-97.2% | $59,633-96.4% |
| Participation rate | 65.3% | 67.2%-1.9pp | 75.8%-10.5pp | 68.7%-3.4pp |
| Annual return | -5.68% | 2.95%-8.6pp | 9.68%-15.4pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $408 | $2,193-81.4% | $3,323-87.7% | $2,203-81.5% |
| Participant deferral / active EE | $154 | $2,591-94.1% | $3,652-95.8% | $3,192-95.2% |
| Admin fee / account holder | $316 | $3,610-91.3% | $5,300-94.0% | $4,297-92.7% |