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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 | $4,037 | $65,364-93.8% | $92,909-95.7% | $72,975-94.5% |
| Participation rate | 42.4% | 68.3%-25.9pp | 76.0%-33.6pp | 69.5%-27.1pp |
| Annual return | 4.76% | 42.11%-37.3pp | 109.44%-104.7pp | 81.01%-76.3pp |
| Employer contribution / active EE | $981 | $2,594-62.2% | $3,653-73.1% | $2,440-59.8% |
| Participant deferral / active EE | $64 | $3,128-97.9% | $4,238-98.5% | $3,608-98.2% |
| Admin fee / account holder | $878 | $4,251-79.3% | $5,795-84.8% | $5,124-82.9% |