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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 | $3,486 | $54,541-93.6% | $78,778-95.6% | $70,126-95.0% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 8.96% | 21.07%-12.1pp | 35.62%-26.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $217 | $1,089-80.0% | $1,986-89.1% | $2,343-90.7% |
| Participant deferral / active EE | $572 | $2,210-74.1% | $2,958-80.7% | $3,332-82.8% |
| Admin fee / account holder | $2,794 | $3,709-24.7% | $5,134-45.6% | $4,645-39.9% |