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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 | $11,022 | $47,944-77.0% | $67,834-83.8% | $62,881-82.5% |
| Participation rate | 41.5% | 61.1%-19.6pp | 68.8%-27.3pp | 69.3%-27.8pp |
| Annual return | 4.02% | 11.77%-7.7pp | 138.47%-134.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $268 | $1,562-82.9% | $2,403-88.9% | $2,281-88.3% |
| Participant deferral / active EE | $683 | $2,247-69.6% | $3,160-78.4% | $3,203-78.7% |
| Admin fee / account holder | $2,379 | $3,712-35.9% | $4,622-48.5% | $4,296-44.6% |