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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 | $3,718 | $56,894-93.5% | $84,753-95.6% | $62,881-94.1% |
| Participation rate | 66.3% | 68.5%-2.2pp | 76.6%-10.3pp | 69.3%-3.0pp |
| Annual return | 0.17% | 6.30%-6.1pp | 22.78%-22.6pp | 20.14%-20.0pp |
| Employer contribution / active EE | $535 | $2,400-77.7% | $3,574-85.0% | $2,281-76.6% |
| Participant deferral / active EE | $95 | $2,709-96.5% | $3,712-97.4% | $3,203-97.0% |
| Admin fee / account holder | $1,404 | $3,581-60.8% | $5,333-73.7% | $4,296-67.3% |