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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 | $6,204 | $52,580-88.2% | $71,671-91.3% | $70,126-91.2% |
| Participation rate | 33.3% | 60.9%-27.5pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 11.40% | 20.25%-8.9pp | 20.65%-9.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $267 | $1,616-83.5% | $2,460-89.2% | $2,343-88.6% |
| Participant deferral / active EE | $543 | $2,386-77.3% | $3,438-84.2% | $3,332-83.7% |
| Admin fee / account holder | $3,137 | $3,653-14.1% | $5,558-43.6% | $4,645-32.5% |