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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 | $3,940 | $77,920-94.9% | $149,723-97.4% | $75,177-94.8% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 11.39% | 31.72%-20.3pp | 134.50%-123.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $423 | $3,138-86.5% | $4,821-91.2% | $2,671-84.2% |
| Participant deferral / active EE | $502 | $3,411-85.3% | $5,682-91.2% | $4,126-87.8% |
| Admin fee / account holder | $866 | $5,951-85.4% | $13,215-93.4% | $5,651-84.7% |