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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 | $9,328 | $52,279-82.2% | $89,435-89.6% | $79,856-88.3% |
| Participation rate | 7.7% | 57.5%-49.8pp | 68.0%-60.3pp | 69.6%-61.9pp |
| Annual return | 3.53% | 22.16%-18.6pp | 245.55%-242.0pp | 31.71%-28.2pp |
| Employer contribution / active EE | $243 | $1,572-84.6% | $2,587-90.6% | $2,471-90.2% |
| Participant deferral / active EE | $454 | $2,740-83.4% | $3,890-88.3% | $3,741-87.9% |
| Admin fee / account holder | $1,242 | $3,356-63.0% | $4,884-74.6% | $5,306-76.6% |