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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 | $7,553 | $45,043-83.2% | $63,005-88.0% | $70,124-89.2% |
| Participation rate | 53.3% | 69.5%-16.2pp | 74.8%-21.5pp | 69.5%-16.2pp |
| Annual return | 10.61% | 18.76%-8.2pp | 87.59%-77.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $497 | $2,052-75.8% | $2,760-82.0% | $2,342-78.8% |
| Participant deferral / active EE | $659 | $2,466-73.3% | $3,329-80.2% | $3,332-80.2% |
| Admin fee / account holder | $393 | $2,833-86.1% | $3,599-89.1% | $4,645-91.5% |