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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 | $10,337 | $62,164-83.4% | $81,482-87.3% | $74,400-86.1% |
| Participation rate | 38.4% | 64.1%-25.7pp | 69.5%-31.1pp | 67.2%-28.8pp |
| Annual return | 4.79% | 16.50%-11.7pp | 24.79%-20.0pp | 1367.51%-1362.7pp |
| Employer contribution / active EE | $620 | $1,884-67.1% | $2,463-74.8% | $2,624-76.4% |
| Participant deferral / active EE | $975 | $3,230-69.8% | $3,885-74.9% | $4,348-77.6% |
| Admin fee / account holder | $2,150 | $1,923+11.8% | $5,761-62.7% | $1,944+10.6% |