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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 | $2,129 | $81,331-97.4% | $155,534-98.6% | $80,935-97.4% |
| Participation rate | 62.3% | 66.3%-3.9pp | 78.2%-15.9pp | 67.7%-5.3pp |
| Annual return | 8.47% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $395 | $3,105-87.3% | $4,675-91.5% | $2,757-85.7% |
| Participant deferral / active EE | $572 | $3,454-83.4% | $5,630-89.8% | $4,299-86.7% |
| Admin fee / account holder | $536 | $7,999-93.3% | $15,900-96.6% | $6,924-92.3% |