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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 | $8,668 | $81,504-89.4% | $102,437-91.5% | $80,959-89.3% |
| Participation rate | 39.5% | 66.9%-27.4pp | 74.5%-35.0pp | 67.7%-28.2pp |
| Annual return | 1.81% | 25.60%-23.8pp | 24.95%-23.1pp | 35.67%-33.9pp |
| Employer contribution / active EE | $1,041 | $3,104-66.5% | $3,871-73.1% | $2,757-62.2% |
| Participant deferral / active EE | $1,560 | $3,871-59.7% | $5,060-69.2% | $4,300-63.7% |
| Admin fee / account holder | $992 | $6,719-85.2% | $8,388-88.2% | $6,925-85.7% |