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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 | $2,094 | $106,923-98.0% | $84,023-97.5% | $152,909-98.6% |
| Participation rate | 42.9% | 75.3%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 6.17% | 105.02%-98.8pp | 71.32%-65.1pp | 345.46%-339.3pp |
| Employer contribution / active EE | $1,301 | $2,735-52.4% | $1,984-34.4% | $4,764-72.7% |
| Participant deferral / active EE | $267 | $4,013-93.3% | $3,239-91.8% | $5,851-95.4% |
| Admin fee / account holder | $22,043 | $8,289+165.9% | $6,102+261.2% | $11,601+90.0% |