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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 | $4,115 | $93,345-95.6% | $119,126-96.5% | $87,485-95.3% |
| Participation rate | 65.5% | 68.7%-3.2pp | 75.8%-10.2pp | 68.9%-3.4pp |
| Annual return | 9.33% | 19.08%-9.8pp | 282.11%-272.8pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,247 | $3,172-60.7% | $4,034-69.1% | $2,596-52.0% |
| Participant deferral / active EE | $1,569 | $4,099-61.7% | $5,318-70.5% | $4,274-63.3% |
| Admin fee / account holder | $735 | $8,039-90.9% | $10,693-93.1% | $7,775-90.5% |