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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 | $5,631 | $63,346-91.1% | $92,240-93.9% | $70,126-92.0% |
| Participation rate | 66.2% | 68.7%-2.5pp | 76.5%-10.3pp | 69.5%-3.4pp |
| Annual return | 10.84% | 530.19%-519.4pp | 176.29%-165.5pp | 73.15%-62.3pp |
| Employer contribution / active EE | $644 | $2,471-73.9% | $3,680-82.5% | $2,343-72.5% |
| Participant deferral / active EE | $258 | $2,854-90.9% | $3,897-93.4% | $3,332-92.2% |
| Admin fee / account holder | $972 | $3,841-74.7% | $5,194-81.3% | $4,645-79.1% |