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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 | $4,061 | $86,050-95.3% | $189,758-97.9% | $94,015-95.7% |
| Participation rate | 66.7% | 68.9%-2.2pp | 79.8%-13.1pp | 70.8%-4.2pp |
| Annual return | 8.18% | 17.77%-9.6pp | 52.62%-44.4pp | 17.84%-9.7pp |
| Employer contribution / active EE | $1,667 | $2,819-40.9% | $4,767-65.0% | $2,790-40.3% |
| Participant deferral / active EE | $180 | $3,349-94.6% | $5,856-96.9% | $4,249-95.8% |
| Admin fee / account holder | $558 | $6,627-91.6% | $20,388-97.3% | $8,951-93.8% |