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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 | $12,000 | $58,828-79.6% | $78,002-84.6% | $62,881-80.9% |
| Participation rate | 32.4% | 71.1%-38.6pp | 75.5%-43.1pp | 69.3%-36.9pp |
| Annual return | 1.95% | 17.16%-15.2pp | 425.99%-424.0pp | 20.14%-18.2pp |
| Employer contribution / active EE | $857 | $1,672-48.8% | $2,470-65.3% | $2,281-62.4% |
| Participant deferral / active EE | $866 | $2,686-67.7% | $3,497-75.2% | $3,203-73.0% |
| Admin fee / account holder | $574 | $4,393-86.9% | $5,481-89.5% | $4,296-86.6% |