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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 | $10,575 | $70,684-85.0% | $169,390-93.8% | $75,173-85.9% |
| Participation rate | 29.9% | 64.8%-34.9pp | 77.2%-47.3pp | 67.2%-37.4pp |
| Annual return | 6.42% | 36.38%-30.0pp | 406.07%-399.7pp | 160.72%-154.3pp |
| Employer contribution / active EE | $482 | $2,211-78.2% | $4,013-88.0% | $2,671-81.9% |
| Participant deferral / active EE | $769 | $4,310-82.2% | $6,222-87.6% | $4,126-81.4% |
| Admin fee / account holder | $450 | $5,404-91.7% | $9,015-95.0% | $5,651-92.0% |