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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 | $8,121 | $84,236-90.4% | $170,435-95.2% | $70,126-88.4% |
| Participation rate | 48.2% | 70.8%-22.6pp | 83.6%-35.4pp | 69.5%-21.3pp |
| Annual return | 10.02% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,018 | $3,387-70.0% | $5,432-81.3% | $2,343-56.6% |
| Participant deferral / active EE | $323 | $3,086-89.5% | $4,939-93.5% | $3,332-90.3% |
| Admin fee / account holder | $357 | $5,698-93.7% | $13,881-97.4% | $4,645-92.3% |