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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 | $7,628 | $77,817-90.2% | $123,553-93.8% | $64,173-88.1% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.3pp | 69.6%-0.6pp |
| Annual return | -10.08% | 12.49%-22.6pp | 119.21%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $5,114 | $3,014+69.7% | $4,628+10.5% | $2,381+114.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $881 | $5,519-84.0% | $9,284-90.5% | $4,887-82.0% |