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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 | $6,056 | $48,078-87.4% | $78,676-92.3% | $62,881-90.4% |
| Participation rate | 63.0% | 65.2%-2.2pp | 73.6%-10.6pp | 69.3%-6.3pp |
| Annual return | -0.51% | 31.36%-31.9pp | 62.19%-62.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $531 | $2,015-73.6% | $2,850-81.4% | $2,281-76.7% |
| Participant deferral / active EE | $509 | $2,587-80.3% | $3,517-85.5% | $3,203-84.1% |
| Admin fee / account holder | $663 | $3,206-79.3% | $4,510-85.3% | $4,296-84.6% |