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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 | $6,057 | $36,767-83.5% | $81,473-92.6% | $62,293-90.3% |
| Participation rate | 33.1% | 54.4%-21.4pp | 68.0%-34.9pp | 69.5%-36.5pp |
| Annual return | 12.99% | 173.80%-160.8pp | 38.78%-25.8pp | 28.90%-15.9pp |
| Employer contribution / active EE | $335 | $1,128-70.3% | $2,568-86.9% | $2,042-83.6% |
| Participant deferral / active EE | $406 | $2,111-80.8% | $3,537-88.5% | $3,169-87.2% |
| Admin fee / account holder | $649 | $797-18.6% | $4,561-85.8% | $479+35.4% |