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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 | $10,187 | $48,364-78.9% | $71,796-85.8% | $62,881-83.8% |
| Participation rate | 53.6% | 60.6%-7.1pp | 69.1%-15.5pp | 69.3%-15.7pp |
| Annual return | -1.09% | 13.16%-14.2pp | 78.04%-79.1pp | 20.14%-21.2pp |
| Employer contribution / active EE | $388 | $1,042-62.8% | $1,924-79.9% | $2,281-83.0% |
| Participant deferral / active EE | $479 | $2,091-77.1% | $2,794-82.9% | $3,203-85.0% |
| Admin fee / account holder | $958 | $3,771-74.6% | $4,815-80.1% | $4,296-77.7% |