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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 | $1,332 | $112,729-98.8% | $98,716-98.7% | $137,256-99.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 6.19% | 38.48%-32.3pp | 31.81%-25.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $559 | $2,725-79.5% | $2,279-75.5% | $4,156-86.5% |
| Participant deferral / active EE | $827 | $4,640-82.2% | $4,048-79.6% | $6,407-87.1% |
| Admin fee / account holder | $5,892 | $10,129-41.8% | $8,703-32.3% | $12,270-52.0% |