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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 | $5,801 | $52,884-89.0% | $84,753-93.2% | $55,167-89.5% |
| Participation rate | 65.9% | 67.5%-1.6pp | 76.6%-10.7pp | 69.0%-3.1pp |
| Annual return | 4.35% | 18.03%-13.7pp | 22.78%-18.4pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,298 | $2,233-41.9% | $3,574-63.7% | $1,963-33.9% |
| Participant deferral / active EE | $115 | $2,644-95.7% | $3,712-96.9% | $3,054-96.2% |
| Admin fee / account holder | $672 | $581+15.7% | $5,333-87.4% | $504+33.3% |