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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 | $6,493 | $100,147-93.5% | $81,286-92.0% | $145,877-95.5% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.5%-51.3pp | 80.3%-62.1pp |
| Annual return | 7.34% | 34.44%-27.1pp | 24.80%-17.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $379 | $2,977-87.3% | $2,463-84.6% | $4,663-91.9% |
| Participant deferral / active EE | $439 | $4,607-90.5% | $3,883-88.7% | $6,691-93.4% |
| Admin fee / account holder | $4,407 | $8,201-46.3% | $5,764-23.5% | $13,402-67.1% |