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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 | $7,563 | $64,359-88.2% | $90,161-91.6% | $70,126-89.2% |
| Participation rate | 37.0% | 70.4%-33.5pp | 76.9%-39.9pp | 69.5%-32.6pp |
| Annual return | 12.54% | 28.13%-15.6pp | 34.89%-22.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $676 | $2,046-66.9% | $3,318-79.6% | $2,343-71.1% |
| Participant deferral / active EE | $1,001 | $4,389-77.2% | $5,287-81.1% | $3,332-70.0% |
| Admin fee / account holder | $710 | $3,945-82.0% | $5,943-88.0% | $4,645-84.7% |