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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 | $4,177 | $71,230-94.1% | $93,727-95.5% | $80,959-94.8% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.7%-4.5pp |
| Annual return | 8.45% | 11.26%-2.8pp | 133.83%-125.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $863 | $1,565-44.9% | $2,421-64.4% | $2,757-68.7% |
| Participant deferral / active EE | $131 | $4,037-96.7% | $4,417-97.0% | $4,300-96.9% |
| Admin fee / account holder | $49,129 | $6,961+605.8% | $8,292+492.5% | $6,925+609.4% |