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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 | $8,100 | $91,179-91.1% | $178,499-95.5% | $79,852-89.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 5.17% | 24.19%-19.0pp | 151.10%-145.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $621 | $3,256-80.9% | $5,011-87.6% | $2,471-74.9% |
| Participant deferral / active EE | $839 | $3,236-74.1% | $5,202-83.9% | $3,740-77.6% |
| Admin fee / account holder | $1,170 | $6,749-82.7% | $13,986-91.6% | $5,306-78.0% |