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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 | $13,255 | $53,128-75.1% | $86,582-84.7% | $70,126-81.1% |
| Participation rate | 24.0% | 65.3%-41.3pp | 73.5%-49.5pp | 69.5%-45.5pp |
| Annual return | 11.76% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $428 | $2,068-79.3% | $2,839-84.9% | $2,343-81.7% |
| Participant deferral / active EE | $452 | $2,695-83.2% | $3,609-87.5% | $3,332-86.4% |
| Admin fee / account holder | $2,929 | $3,584-18.3% | $4,904-40.3% | $4,645-36.9% |