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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 | $10,791 | $48,364-77.7% | $71,796-85.0% | $62,881-82.8% |
| Participation rate | 45.8% | 60.6%-14.9pp | 69.1%-23.3pp | 69.3%-23.5pp |
| Annual return | 0.81% | 13.16%-12.4pp | 78.04%-77.2pp | 20.14%-19.3pp |
| Employer contribution / active EE | $230 | $1,042-77.9% | $1,924-88.0% | $2,281-89.9% |
| Participant deferral / active EE | $432 | $2,091-79.4% | $2,794-84.5% | $3,203-86.5% |
| Admin fee / account holder | $1,884 | $3,771-50.0% | $4,815-60.9% | $4,296-56.1% |