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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 | $20,474 | $87,060-76.5% | $105,591-80.6% | $80,911-74.7% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.1pp | 67.6%+1.6pp |
| Annual return | 0.39% | 17.05%-16.7pp | 116.43%-116.0pp | 35.63%-35.2pp |
| Employer contribution / active EE | $980 | $2,396-59.1% | $3,166-69.0% | $2,756-64.4% |
| Participant deferral / active EE | $1,465 | $3,986-63.2% | $5,008-70.7% | $4,297-65.9% |
| Admin fee / account holder | $1,368 | $8,442-83.8% | $11,024-87.6% | $6,935-80.3% |