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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 | $6,723 | $65,367-89.7% | $92,915-92.8% | $72,976-90.8% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 1.26% | 42.11%-40.8pp | 109.45%-108.2pp | 81.02%-79.8pp |
| Employer contribution / active EE | $1,122 | $2,594-56.7% | $3,653-69.3% | $2,440-54.0% |
| Participant deferral / active EE | $871 | $3,128-72.1% | $4,238-79.4% | $3,608-75.9% |
| Admin fee / account holder | $475 | $4,251-88.8% | $5,796-91.8% | $5,124-90.7% |