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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 | $10,873 | $65,041-83.3% | $90,965-88.0% | $79,858-86.4% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 7.30% | 30.45%-23.2pp | 134.57%-127.3pp | 31.72%-24.4pp |
| Employer contribution / active EE | $610 | $1,247-51.1% | $2,122-71.3% | $2,471-75.3% |
| Participant deferral / active EE | $483 | $2,512-80.8% | $3,373-85.7% | $3,740-87.1% |
| Admin fee / account holder | $1,052 | $4,536-76.8% | $5,960-82.3% | $5,306-80.2% |