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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 | $5,363 | $48,078-88.8% | $78,676-93.2% | $62,881-91.5% |
| Participation rate | 68.1% | 65.2%+2.9pp | 73.6%-5.4pp | 69.3%-1.2pp |
| Annual return | 0.85% | 31.36%-30.5pp | 62.19%-61.3pp | 20.14%-19.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $245 | $2,587-90.5% | $3,517-93.0% | $3,203-92.4% |
| Admin fee / account holder | $333 | $3,206-89.6% | $4,510-92.6% | $4,296-92.2% |