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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 | $4,919 | $65,364-92.5% | $92,909-94.7% | $72,975-93.3% |
| Participation rate | 43.1% | 68.3%-25.3pp | 76.0%-32.9pp | 69.5%-26.4pp |
| Annual return | 9.96% | 42.11%-32.1pp | 109.44%-99.5pp | 81.01%-71.1pp |
| Employer contribution / active EE | $2,823 | $2,594+8.8% | $3,653-22.7% | $2,440+15.7% |
| Participant deferral / active EE | $370 | $3,128-88.2% | $4,238-91.3% | $3,608-89.7% |
| Admin fee / account holder | $5,048 | $4,251+18.7% | $5,795-12.9% | $5,124-1.5% |