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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 | $6,753 | $77,901-91.3% | $149,717-95.5% | $75,181-91.0% |
| Participation rate | 29.5% | 65.6%-36.1pp | 78.8%-49.3pp | 67.2%-37.7pp |
| Annual return | 10.69% | 31.73%-21.0pp | 134.41%-123.7pp | 160.69%-150.0pp |
| Employer contribution / active EE | $387 | $3,137-87.7% | $4,820-92.0% | $2,671-85.5% |
| Participant deferral / active EE | $604 | $3,411-82.3% | $5,682-89.4% | $4,126-85.4% |
| Admin fee / account holder | $2,790 | $5,949-53.1% | $13,213-78.9% | $5,650-50.6% |