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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 | $2,776 | $58,275-95.2% | $81,844-96.6% | $80,935-96.6% |
| Participation rate | 69.4% | 63.5%+6.0pp | 72.4%-2.9pp | 67.7%+1.8pp |
| Annual return | 2.39% | 41.82%-39.4pp | 778.87%-776.5pp | 35.66%-33.3pp |
| Employer contribution / active EE | $310 | $2,346-86.8% | $2,916-89.4% | $2,757-88.8% |
| Participant deferral / active EE | $567 | $3,285-82.8% | $4,323-86.9% | $4,299-86.8% |
| Admin fee / account holder | $1,606 | $4,749-66.2% | $7,355-78.2% | $6,924-76.8% |