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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 | $11,708 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 41.4% | 70.8%-29.4pp | 83.6%-42.2pp | 69.5%-28.1pp |
| Annual return | 2.38% | 23.06%-20.7pp | 205.94%-203.6pp | 73.15%-70.8pp |
| Employer contribution / active EE | $572 | $3,387-83.1% | $5,432-89.5% | $2,343-75.6% |
| Participant deferral / active EE | $436 | $3,086-85.9% | $4,939-91.2% | $3,332-86.9% |
| Admin fee / account holder | $1,393 | $5,698-75.6% | $13,881-90.0% | $4,645-70.0% |