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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 | $7,706 | $81,487-90.5% | $102,412-92.5% | $80,935-90.5% |
| Participation rate | 65.2% | 66.8%-1.7pp | 74.5%-9.4pp | 67.7%-2.5pp |
| Annual return | 6.23% | 25.60%-19.4pp | 24.94%-18.7pp | 35.66%-29.4pp |
| Employer contribution / active EE | $901 | $3,103-71.0% | $3,870-76.7% | $2,757-67.3% |
| Participant deferral / active EE | $224 | $3,871-94.2% | $5,060-95.6% | $4,299-94.8% |
| Admin fee / account holder | $1,491 | $6,717-77.8% | $8,388-82.2% | $6,924-78.5% |