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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 | $7,565 | $85,766-91.2% | $136,297-94.4% | $70,124-89.2% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 12.01% | 31.45%-19.4pp | 5156.19%-5144.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,314 | $2,966-55.7% | $4,696-72.0% | $2,342-43.9% |
| Participant deferral / active EE | $921 | $5,051-81.8% | $6,247-85.2% | $3,332-72.3% |
| Admin fee / account holder | $953 | $5,420-82.4% | $9,244-89.7% | $4,645-79.5% |