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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 | $4,000 | $62,586-93.6% | $76,766-94.8% | $64,181-93.8% |
| Participation rate | 61.5% | 72.8%-11.3pp | 77.0%-15.4pp | 69.6%-8.0pp |
| Annual return | -10.07% | -1.95%-8.1pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $787 | $1,832-57.1% | $2,485-68.3% | $2,381-67.0% |
| Participant deferral / active EE | $908 | $3,145-71.1% | $3,851-76.4% | $3,470-73.8% |
| Admin fee / account holder | $420 | $4,667-91.0% | $6,675-93.7% | $4,887-91.4% |