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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 | $6,492 | $78,423-91.7% | $95,964-93.2% | $79,856-91.9% |
| Participation rate | 39.5% | 73.5%-34.0pp | 77.1%-37.5pp | 69.6%-30.1pp |
| Annual return | 8.38% | 19.37%-11.0pp | 91.64%-83.3pp | 31.71%-23.3pp |
| Employer contribution / active EE | $602 | $1,945-69.1% | $2,541-76.3% | $2,471-75.6% |
| Participant deferral / active EE | $808 | $3,440-76.5% | $4,167-80.6% | $3,741-78.4% |
| Admin fee / account holder | $566 | $5,622-89.9% | $6,797-91.7% | $5,306-89.3% |