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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 | $11,384 | $71,230-84.0% | $93,727-87.9% | $80,959-85.9% |
| Participation rate | 34.1% | 60.4%-26.3pp | 68.7%-34.6pp | 67.7%-33.6pp |
| Annual return | 9.76% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $434 | $1,565-72.3% | $2,421-82.1% | $2,757-84.3% |
| Participant deferral / active EE | $630 | $4,037-84.4% | $4,417-85.7% | $4,300-85.3% |
| Admin fee / account holder | $703 | $6,961-89.9% | $8,292-91.5% | $6,925-89.8% |