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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 | $9,290 | $60,349-84.6% | $74,184-87.5% | $62,881-85.2% |
| Participation rate | 56.1% | 72.7%-16.6pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 0.69% | 21.38%-20.7pp | 17.74%-17.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $357 | $1,680-78.8% | $2,370-85.0% | $2,281-84.4% |
| Participant deferral / active EE | $878 | $2,856-69.3% | $3,550-75.3% | $3,203-72.6% |
| Admin fee / account holder | $3,029 | $4,261-28.9% | $5,586-45.8% | $4,296-29.5% |