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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 | $7,329 | $69,518-89.5% | $59,887-87.8% | $135,379-94.6% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.7%-13.6pp | 82.6%-21.5pp |
| Annual return | -9.55% | 7.95%-17.5pp | 3.46%-13.0pp | 519.79%-529.3pp |
| Employer contribution / active EE | $579 | $3,235-82.1% | $2,722-78.7% | $4,779-87.9% |
| Participant deferral / active EE | $664 | $4,204-84.2% | $3,402-80.5% | $5,609-88.2% |
| Admin fee / account holder | $701 | $5,734-87.8% | $3,591-80.5% | $10,828-93.5% |