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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 | $4,751 | $60,442-92.1% | $96,754-95.1% | $87,485-94.6% |
| Participation rate | 42.4% | 58.7%-16.3pp | 70.3%-27.8pp | 68.9%-26.5pp |
| Annual return | 12.01% | 21.97%-10.0pp | 82.04%-70.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $458 | $1,691-72.9% | $2,679-82.9% | $2,596-82.4% |
| Participant deferral / active EE | $759 | $3,280-76.8% | $4,758-84.0% | $4,274-82.2% |
| Admin fee / account holder | $2,645 | $5,069-47.8% | $8,905-70.3% | $7,775-66.0% |