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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 | $9,421 | $56,110-83.2% | $94,993-90.1% | $70,126-86.6% |
| Participation rate | 49.0% | 65.0%-16.0pp | 73.9%-24.9pp | 69.5%-20.5pp |
| Annual return | 10.80% | 51.02%-40.2pp | 27.14%-16.3pp | 73.15%-62.3pp |
| Employer contribution / active EE | $290 | $1,442-79.9% | $2,603-88.9% | $2,343-87.6% |
| Participant deferral / active EE | $774 | $2,391-67.6% | $3,317-76.7% | $3,332-76.8% |
| Admin fee / account holder | $334 | $3,456-90.3% | $4,960-93.3% | $4,645-92.8% |