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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 | $11,897 | $77,638-84.7% | $156,551-92.4% | $62,881-81.1% |
| Participation rate | 55.3% | 71.2%-15.9pp | 84.0%-28.8pp | 69.3%-14.0pp |
| Annual return | 4.00% | 50.33%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $562 | $3,046-81.5% | $4,871-88.5% | $3,203-82.4% |
| Admin fee / account holder | $6,625 | $5,561+19.1% | $13,028-49.1% | $4,296+54.2% |