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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 | $4,689 | $46,877-90.0% | $122,354-96.2% | $70,126-93.3% |
| Participation rate | 48.3% | 58.2%-9.9pp | 71.6%-23.4pp | 69.5%-21.3pp |
| Annual return | 10.99% | 24.22%-13.2pp | 30.28%-19.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $379 | $1,288-70.5% | $4,051-90.6% | $2,343-83.8% |
| Participant deferral / active EE | $381 | $2,167-82.4% | $3,287-88.4% | $3,332-88.6% |
| Admin fee / account holder | $1,137 | $3,324-65.8% | $5,479-79.3% | $4,645-75.5% |