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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 | $6,348 | $50,554-87.4% | $67,681-90.6% | $87,485-92.7% |
| Participation rate | 45.7% | 67.7%-22.0pp | 73.7%-28.0pp | 68.9%-23.2pp |
| Annual return | 3.66% | 17.81%-14.2pp | 590.58%-586.9pp | 26.06%-22.4pp |
| Employer contribution / active EE | $471 | $1,988-76.3% | $2,678-82.4% | $2,596-81.9% |
| Participant deferral / active EE | $735 | $2,961-75.2% | $3,976-81.5% | $4,274-82.8% |
| Admin fee / account holder | $3,224 | $4,132-22.0% | $6,100-47.2% | $7,775-58.5% |