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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 | $1,854 | $100,073-98.1% | $85,126-97.8% | $145,877-98.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 5.71% | 84.11%-78.4pp | 66.63%-60.9pp | 551.28%-545.6pp |
| Employer contribution / active EE | $767 | $3,236-76.3% | $2,731-71.9% | $4,663-83.5% |
| Participant deferral / active EE | $906 | $5,294-82.9% | $4,523-80.0% | $6,691-86.5% |
| Admin fee / account holder | $4,458 | $7,261-38.6% | $6,160-27.6% | $13,402-66.7% |