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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 | $13,938 | $91,167-84.7% | $178,498-92.2% | $79,858-82.5% |
| Participation rate | 38.9% | 69.2%-30.3pp | 81.9%-43.0pp | 69.6%-30.7pp |
| Annual return | 8.50% | 24.19%-15.7pp | 151.09%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $718 | $3,255-77.9% | $5,011-85.7% | $2,471-70.9% |
| Participant deferral / active EE | $581 | $3,236-82.1% | $5,202-88.8% | $3,740-84.5% |
| Admin fee / account holder | $1,603 | $6,747-76.2% | $13,985-88.5% | $5,306-69.8% |