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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 | $9,043 | $54,541-83.4% | $78,778-88.5% | $70,126-87.1% |
| Participation rate | 14.3% | 60.8%-46.5pp | 69.2%-54.9pp | 69.5%-55.3pp |
| Annual return | 7.89% | 21.07%-13.2pp | 35.62%-27.7pp | 73.15%-65.3pp |
| Employer contribution / active EE | $256 | $1,089-76.4% | $1,986-87.1% | $2,343-89.1% |
| Participant deferral / active EE | $442 | $2,210-80.0% | $2,958-85.1% | $3,332-86.7% |
| Admin fee / account holder | $8,582 | $3,709+131.4% | $5,134+67.2% | $4,645+84.7% |