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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 | $6,954 | $91,424-92.4% | $135,942-94.9% | $71,495-90.3% |
| Participation rate | 49.1% | 75.7%-26.6pp | 81.9%-32.8pp | 67.9%-18.9pp |
| Annual return | 12.91% | 29.90%-17.0pp | 68.28%-55.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,218 | $3,704-67.1% | $4,858-74.9% | $2,589-52.9% |
| Participant deferral / active EE | $995 | $7,092-86.0% | $7,759-87.2% | $4,291-76.8% |
| Admin fee / account holder | $1,667 | $1,266+31.7% | $10,764-84.5% | $1,588+5.0% |