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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 | $6,093 | $48,364-87.4% | $71,796-91.5% | $62,881-90.3% |
| Participation rate | 61.8% | 60.6%+1.1pp | 69.1%-7.3pp | 69.3%-7.5pp |
| Annual return | 4.42% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,317 | $1,042+26.4% | $1,924-31.5% | $2,281-42.2% |
| Participant deferral / active EE | $733 | $2,091-64.9% | $2,794-73.8% | $3,203-77.1% |
| Admin fee / account holder | $3,732 | $3,771-1.0% | $4,815-22.5% | $4,296-13.1% |