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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 | $17,122 | $48,364-64.6% | $71,796-76.2% | $62,881-72.8% |
| Participation rate | 60.5% | 60.6%-0.1pp | 69.1%-8.6pp | 69.3%-8.8pp |
| Annual return | 3.77% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $305 | $1,042-70.7% | $1,924-84.1% | $2,281-86.6% |
| Participant deferral / active EE | $893 | $2,091-57.3% | $2,794-68.0% | $3,203-72.1% |
| Admin fee / account holder | $439 | $3,771-88.4% | $4,815-90.9% | $4,296-89.8% |