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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 | $10,505 | $59,804-82.4% | $81,982-87.2% | $79,856-86.8% |
| Participation rate | 23.2% | 61.6%-38.4pp | 69.3%-46.0pp | 69.6%-46.4pp |
| Annual return | 1.82% | 17.56%-15.7pp | 41.31%-39.5pp | 31.71%-29.9pp |
| Employer contribution / active EE | $534 | $1,713-68.8% | $2,498-78.6% | $2,471-78.4% |
| Participant deferral / active EE | $758 | $2,695-71.9% | $3,722-79.6% | $3,741-79.7% |
| Admin fee / account holder | $1,050 | $4,288-75.5% | $5,665-81.5% | $5,306-80.2% |