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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 | $9,014 | $43,075-79.1% | $74,577-87.9% | $62,881-85.7% |
| Participation rate | 38.7% | 58.1%-19.3pp | 68.1%-29.4pp | 69.3%-30.6pp |
| Annual return | 4.75% | 17.50%-12.8pp | 20.47%-15.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $279 | $1,498-81.4% | $2,525-88.9% | $2,281-87.8% |
| Participant deferral / active EE | $614 | $2,389-74.3% | $3,458-82.2% | $3,203-80.8% |
| Admin fee / account holder | $27,769 | $2,840+877.8% | $4,138+571.1% | $4,296+546.4% |