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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 | $16,965 | $60,349-71.9% | $74,184-77.1% | $62,881-73.0% |
| Participation rate | 53.8% | 72.7%-18.9pp | 76.6%-22.8pp | 69.3%-15.5pp |
| Annual return | 4.50% | 21.38%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $397 | $1,680-76.4% | $2,370-83.2% | $2,281-82.6% |
| Participant deferral / active EE | $795 | $2,856-72.2% | $3,550-77.6% | $3,203-75.2% |
| Admin fee / account holder | $2,345 | $4,261-45.0% | $5,586-58.0% | $4,296-45.4% |