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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 | $5,629 | $56,894-90.1% | $84,753-93.4% | $62,881-91.0% |
| Participation rate | 64.9% | 68.5%-3.7pp | 76.6%-11.7pp | 69.3%-4.4pp |
| Annual return | 1.79% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $956 | $2,400-60.2% | $3,574-73.2% | $2,281-58.1% |
| Participant deferral / active EE | $706 | $2,709-73.9% | $3,712-81.0% | $3,203-77.9% |
| Admin fee / account holder | $943 | $3,581-73.7% | $5,333-82.3% | $4,296-78.1% |