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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 | $4,162 | $77,638-94.6% | $156,551-97.3% | $62,881-93.4% |
| Participation rate | 51.4% | 71.2%-19.8pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 1.98% | 50.33%-48.3pp | 32.23%-30.2pp | 20.14%-18.2pp |
| Employer contribution / active EE | $395 | $3,444-88.5% | $5,501-92.8% | $2,281-82.7% |
| Participant deferral / active EE | $394 | $3,046-87.1% | $4,871-91.9% | $3,203-87.7% |
| Admin fee / account holder | $3,557 | $5,561-36.0% | $13,028-72.7% | $4,296-17.2% |