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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 | $10,805 | $98,766-89.1% | $149,730-92.8% | $79,852-86.5% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.5%-21.1pp | 69.6%-8.3pp |
| Annual return | 4.58% | 27.43%-22.9pp | 276.70%-272.1pp | 31.72%-27.1pp |
| Employer contribution / active EE | $622 | $3,217-80.7% | $4,645-86.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,087 | $5,681-80.9% | $6,843-84.1% | $3,740-70.9% |
| Admin fee / account holder | $1,404 | $6,052-76.8% | $9,310-84.9% | $5,306-73.5% |