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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 | $9,339 | $52,306-82.1% | $69,779-86.6% | $62,881-85.1% |
| Participation rate | 36.1% | 67.2%-31.1pp | 71.8%-35.7pp | 69.3%-33.2pp |
| Annual return | 4.46% | 13.35%-8.9pp | 12.99%-8.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $468 | $1,799-74.0% | $2,338-80.0% | $2,281-79.5% |
| Participant deferral / active EE | $804 | $2,395-66.4% | $2,931-72.6% | $3,203-74.9% |
| Admin fee / account holder | $1,068 | $3,691-71.1% | $4,381-75.6% | $4,296-75.1% |