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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 | $7,969 | $60,442-86.8% | $96,754-91.8% | $87,485-90.9% |
| Participation rate | 43.6% | 58.7%-15.1pp | 70.3%-26.7pp | 68.9%-25.3pp |
| Annual return | 10.50% | 21.97%-11.5pp | 82.04%-71.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $386 | $1,691-77.2% | $2,679-85.6% | $2,596-85.1% |
| Participant deferral / active EE | $678 | $3,280-79.3% | $4,758-85.8% | $4,274-84.1% |
| Admin fee / account holder | $1,250 | $5,069-75.3% | $8,905-86.0% | $7,775-83.9% |