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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 | $9,112 | $71,230-87.2% | $93,727-90.3% | $80,959-88.7% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.7%-35.7pp |
| Annual return | 9.15% | 11.26%-2.1pp | 133.83%-124.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $545 | $1,565-65.2% | $2,421-77.5% | $2,757-80.2% |
| Participant deferral / active EE | $1,029 | $4,037-74.5% | $4,417-76.7% | $4,300-76.1% |
| Admin fee / account holder | $7,934 | $6,961+14.0% | $8,292-4.3% | $6,925+14.6% |