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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 | $8,857 | $53,128-83.3% | $86,582-89.8% | $70,126-87.4% |
| Participation rate | 61.4% | 65.3%-3.9pp | 73.5%-12.2pp | 69.5%-8.2pp |
| Annual return | 10.11% | 27.66%-17.6pp | 965.08%-955.0pp | 73.15%-63.0pp |
| Employer contribution / active EE | $300 | $2,068-85.5% | $2,839-89.4% | $2,343-87.2% |
| Participant deferral / active EE | $647 | $2,695-76.0% | $3,609-82.1% | $3,332-80.6% |
| Admin fee / account holder | $333 | $3,584-90.7% | $4,904-93.2% | $4,645-92.8% |