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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 | $10,726 | $48,078-77.7% | $78,676-86.4% | $62,881-82.9% |
| Participation rate | 21.9% | 65.2%-43.3pp | 73.6%-51.7pp | 69.3%-47.4pp |
| Annual return | 3.72% | 31.36%-27.6pp | 62.19%-58.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $501 | $2,015-75.1% | $2,850-82.4% | $2,281-78.0% |
| Participant deferral / active EE | $709 | $2,587-72.6% | $3,517-79.8% | $3,203-77.9% |
| Admin fee / account holder | $3,225 | $3,206+0.6% | $4,510-28.5% | $4,296-24.9% |