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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 | $4,698 | $62,672-92.5% | $185,117-97.5% | $70,126-93.3% |
| Participation rate | 64.3% | 63.8%+0.5pp | 77.3%-13.0pp | 69.5%-5.3pp |
| Annual return | 11.83% | 40.79%-29.0pp | 40.50%-28.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $424 | $1,753-75.8% | $4,182-89.9% | $2,343-81.9% |
| Participant deferral / active EE | $847 | $3,272-74.1% | $5,045-83.2% | $3,332-74.6% |
| Admin fee / account holder | $409 | $3,932-89.6% | $8,159-95.0% | $4,645-91.2% |