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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 | $2,771 | $48,078-94.2% | $78,676-96.5% | $62,881-95.6% |
| Participation rate | 42.1% | 65.2%-23.1pp | 73.6%-31.5pp | 69.3%-27.2pp |
| Annual return | 3.79% | 31.36%-27.6pp | 62.19%-58.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $463 | $2,015-77.0% | $2,850-83.7% | $2,281-79.7% |
| Participant deferral / active EE | $474 | $2,587-81.7% | $3,517-86.5% | $3,203-85.2% |
| Admin fee / account holder | $829 | $3,206-74.1% | $4,510-81.6% | $4,296-80.7% |