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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 | $5,364 | $54,541-90.2% | $78,778-93.2% | $70,126-92.4% |
| Participation rate | 47.5% | 60.8%-13.3pp | 69.2%-21.7pp | 69.5%-22.0pp |
| Annual return | 8.11% | 21.07%-13.0pp | 35.62%-27.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $358 | $1,089-67.1% | $1,986-82.0% | $2,343-84.7% |
| Participant deferral / active EE | $932 | $2,210-57.8% | $2,958-68.5% | $3,332-72.0% |
| Admin fee / account holder | $1,467 | $3,709-60.5% | $5,134-71.4% | $4,645-68.4% |