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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 | $15,704 | $71,215-77.9% | $93,696-83.2% | $80,935-80.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 9.42% | 11.27%-1.9pp | 133.74%-124.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $416 | $1,565-73.4% | $2,422-82.8% | $2,757-84.9% |
| Participant deferral / active EE | $760 | $4,037-81.2% | $4,417-82.8% | $4,299-82.3% |
| Admin fee / account holder | $742 | $6,958-89.3% | $8,287-91.0% | $6,924-89.3% |