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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 | $56,431-90.1% | $130,788-95.7% | $87,485-93.6% |
| Participation rate | 64.5% | 58.9%+5.6pp | 70.1%-5.6pp | 68.9%-4.4pp |
| Annual return | 9.77% | 91.27%-81.5pp | 386.44%-376.7pp | 26.06%-16.3pp |
| Employer contribution / active EE | $425 | $1,549-72.6% | $3,558-88.1% | $2,596-83.6% |
| Participant deferral / active EE | $302 | $2,749-89.0% | $4,137-92.7% | $4,274-92.9% |
| Admin fee / account holder | $605 | $4,433-86.3% | $6,673-90.9% | $7,775-92.2% |