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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 | $5,301 | $106,974-95.0% | $90,796-94.2% | $138,895-96.2% |
| Participation rate | 7.1% | 74.9%-67.7pp | 69.5%-62.3pp | 79.9%-72.8pp |
| Annual return | -1.95% | 20.10%-22.1pp | 19.29%-21.2pp | 145.39%-147.3pp |
| Employer contribution / active EE | $226 | $2,609-91.3% | $2,294-90.1% | $4,194-94.6% |
| Participant deferral / active EE | $226 | $4,455-94.9% | $3,822-94.1% | $6,396-96.5% |
| Admin fee / account holder | $3,625 | $8,626-58.0% | $7,024-48.4% | $12,562-71.1% |