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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 | $5,666 | $73,107-92.3% | $114,563-95.1% | $87,485-93.5% |
| Participation rate | 69.7% | 65.8%+3.9pp | 72.9%-3.2pp | 68.9%+0.8pp |
| Annual return | 6.21% | 19.47%-13.3pp | 241.09%-234.9pp | 26.06%-19.8pp |
| Employer contribution / active EE | $443 | $1,881-76.5% | $2,592-82.9% | $2,596-82.9% |
| Participant deferral / active EE | $878 | $3,144-72.1% | $4,142-78.8% | $4,274-79.4% |
| Admin fee / account holder | $10,990 | $5,770+90.5% | $7,623+44.2% | $7,775+41.4% |