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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 | $1,396 | $88,815-98.4% | $81,882-98.3% | $145,897-99.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 4.00% | 1033.75%-1029.7pp | 779.47%-775.5pp | 552.29%-548.3pp |
| Employer contribution / active EE | $362 | $3,086-88.3% | $2,916-87.6% | $4,663-92.2% |
| Participant deferral / active EE | $366 | $4,647-92.1% | $4,323-91.5% | $6,689-94.5% |
| Admin fee / account holder | $4,934 | $8,434-41.5% | $7,360-33.0% | $13,390-63.2% |