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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 | $5,865 | $56,894-89.7% | $84,753-93.1% | $62,881-90.7% |
| Participation rate | 64.5% | 68.5%-4.0pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | -3.18% | 6.30%-9.5pp | 22.78%-26.0pp | 20.14%-23.3pp |
| Employer contribution / active EE | $1,195 | $2,400-50.2% | $3,574-66.6% | $2,281-47.6% |
| Participant deferral / active EE | $80 | $2,709-97.0% | $3,712-97.8% | $3,203-97.5% |
| Admin fee / account holder | $957 | $3,581-73.3% | $5,333-82.1% | $4,296-77.7% |