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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 | $9,442 | $63,346-85.1% | $92,240-89.8% | $70,126-86.5% |
| Participation rate | 51.7% | 68.7%-16.9pp | 76.5%-24.8pp | 69.5%-17.8pp |
| Annual return | 9.31% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.8pp |
| Employer contribution / active EE | $985 | $2,471-60.1% | $3,680-73.2% | $2,343-58.0% |
| Participant deferral / active EE | $1,089 | $2,854-61.8% | $3,897-72.0% | $3,332-67.3% |
| Admin fee / account holder | $421 | $3,841-89.0% | $5,194-91.9% | $4,645-90.9% |