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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 | $18,986 | $48,364-60.7% | $71,796-73.6% | $62,881-69.8% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 4.19% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $191 | $1,042-81.6% | $1,924-90.1% | $2,281-91.6% |
| Participant deferral / active EE | $795 | $2,091-62.0% | $2,794-71.5% | $3,203-75.2% |
| Admin fee / account holder | $620 | $3,771-83.6% | $4,815-87.1% | $4,296-85.6% |