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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 | $10,129 | $39,132-74.1% | $57,196-82.3% | $62,881-83.9% |
| Participation rate | 43.8% | 70.5%-26.7pp | 75.3%-31.6pp | 69.3%-25.6pp |
| Annual return | -1.85% | 9.24%-11.1pp | 14.59%-16.4pp | 20.14%-22.0pp |
| Employer contribution / active EE | $636 | $1,874-66.1% | $2,683-76.3% | $2,281-72.1% |
| Participant deferral / active EE | $133 | $2,374-94.4% | $3,096-95.7% | $3,203-95.9% |
| Admin fee / account holder | $1,594 | $2,594-38.6% | $3,141-49.3% | $4,296-62.9% |