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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 | $7,666 | $78,707-90.3% | $117,861-93.5% | $70,126-89.1% |
| Participation rate | 23.5% | 73.2%-49.7pp | 79.7%-56.1pp | 69.5%-46.0pp |
| Annual return | 1.92% | 23.30%-21.4pp | 335.11%-333.2pp | 73.15%-71.2pp |
| Employer contribution / active EE | $912 | $2,223-59.0% | $3,786-75.9% | $2,343-61.1% |
| Participant deferral / active EE | $1,006 | $3,297-69.5% | $4,482-77.6% | $3,332-69.8% |
| Admin fee / account holder | $590 | $5,066-88.4% | $8,021-92.6% | $4,645-87.3% |