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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 | $10,545 | $65,364-83.9% | $92,909-88.7% | $72,975-85.5% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | -0.25% | 42.11%-42.4pp | 109.44%-109.7pp | 81.01%-81.3pp |
| Employer contribution / active EE | $625 | $2,594-75.9% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $1,268 | $3,128-59.5% | $4,238-70.1% | $3,608-64.9% |
| Admin fee / account holder | $4,199 | $4,251-1.2% | $5,795-27.5% | $5,124-18.1% |