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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 | $10,102 | $77,638-87.0% | $156,551-93.5% | $62,881-83.9% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 4.40% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $435 | $3,444-87.4% | $5,501-92.1% | $2,281-81.0% |
| Participant deferral / active EE | $701 | $3,046-77.0% | $4,871-85.6% | $3,203-78.1% |
| Admin fee / account holder | $2,335 | $5,561-58.0% | $13,028-82.1% | $4,296-45.6% |