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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 | $5,079 | $82,882-93.9% | $127,803-96.0% | $72,976-93.0% |
| Participation rate | 56.3% | 71.5%-15.3pp | 79.0%-22.8pp | 69.5%-13.2pp |
| Annual return | 15.03% | 32.20%-17.2pp | 26.14%-11.1pp | 81.02%-66.0pp |
| Employer contribution / active EE | $951 | $3,346-71.6% | $4,576-79.2% | $2,440-61.0% |
| Participant deferral / active EE | $1,525 | $4,791-68.2% | $6,023-74.7% | $3,608-57.7% |
| Admin fee / account holder | $2,615 | $6,487-59.7% | $9,399-72.2% | $5,124-49.0% |