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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 | $5,611 | $65,961-91.5% | $180,320-96.9% | $94,015-94.0% |
| Participation rate | 64.5% | 61.3%+3.3pp | 71.5%-7.0pp | 70.8%-6.3pp |
| Annual return | 9.77% | 14.27%-4.5pp | 778.54%-768.8pp | 17.84%-8.1pp |
| Employer contribution / active EE | $425 | $1,737-75.6% | $4,108-89.7% | $2,790-84.8% |
| Participant deferral / active EE | $302 | $3,003-89.9% | $4,304-93.0% | $4,249-92.9% |
| Admin fee / account holder | $605 | $4,901-87.6% | $10,000-93.9% | $8,951-93.2% |