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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 | $11,304 | $53,412-78.8% | $68,509-83.5% | $52,331-78.4% |
| Participation rate | 39.1% | 71.7%-32.5pp | 74.7%-35.6pp | 68.1%-29.0pp |
| Annual return | -2.88% | 3.42%-6.3pp | 8.27%-11.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $347 | $1,607-78.4% | $2,278-84.8% | $1,882-81.6% |
| Participant deferral / active EE | $1,171 | $2,688-56.4% | $3,382-65.4% | $3,022-61.2% |
| Admin fee / account holder | $868 | $461+88.3% | $5,275-83.5% | $592+46.7% |