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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 | $14,857 | $58,828-74.7% | $78,002-81.0% | $62,881-76.4% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 4.75% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $352 | $1,672-78.9% | $2,470-85.7% | $2,281-84.6% |
| Participant deferral / active EE | $771 | $2,686-71.3% | $3,497-78.0% | $3,203-75.9% |
| Admin fee / account holder | $507 | $4,393-88.4% | $5,481-90.7% | $4,296-88.2% |