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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 | $5,272 | $53,128-90.1% | $86,582-93.9% | $70,126-92.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 9.65% | 27.66%-18.0pp | 965.08%-955.4pp | 73.15%-63.5pp |
| Employer contribution / active EE | $431 | $2,068-79.2% | $2,839-84.8% | $2,343-81.6% |
| Participant deferral / active EE | $461 | $2,695-82.9% | $3,609-87.2% | $3,332-86.2% |
| Admin fee / account holder | $5,382 | $3,584+50.2% | $4,904+9.8% | $4,645+15.9% |