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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 | $2,360 | $57,073-95.9% | $85,126-97.2% | $80,925-97.1% |
| Participation rate | 68.6% | 56.4%+12.2pp | 67.5%+1.0pp | 67.7%+0.9pp |
| Annual return | 5.89% | 21.69%-15.8pp | 66.63%-60.7pp | 35.65%-29.8pp |
| Employer contribution / active EE | $1,206 | $1,801-33.0% | $2,731-55.8% | $2,756-56.2% |
| Participant deferral / active EE | $160 | $3,113-94.9% | $4,523-96.5% | $4,299-96.3% |
| Admin fee / account holder | $915 | $4,988-81.7% | $6,160-85.1% | $6,940-86.8% |