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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 | $7,537 | $81,487-90.8% | $102,412-92.6% | $80,935-90.7% |
| Participation rate | 69.5% | 66.8%+2.7pp | 74.5%-5.0pp | 67.7%+1.8pp |
| Annual return | 6.16% | 25.60%-19.4pp | 24.94%-18.8pp | 35.66%-29.5pp |
| Employer contribution / active EE | $995 | $3,103-67.9% | $3,870-74.3% | $2,757-63.9% |
| Participant deferral / active EE | $293 | $3,871-92.4% | $5,060-94.2% | $4,299-93.2% |
| Admin fee / account holder | $1,863 | $6,717-72.3% | $8,388-77.8% | $6,924-73.1% |