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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 | $8,325 | $70,486-88.2% | $100,535-91.7% | $79,856-89.6% |
| Participation rate | 50.7% | 73.6%-22.9pp | 79.4%-28.7pp | 69.6%-18.9pp |
| Annual return | 10.15% | 21.90%-11.7pp | 30.90%-20.7pp | 31.71%-21.6pp |
| Employer contribution / active EE | $266 | $2,165-87.7% | $3,419-92.2% | $2,471-89.2% |
| Participant deferral / active EE | $658 | $5,182-87.3% | $6,271-89.5% | $3,741-82.4% |
| Admin fee / account holder | $1,570 | $4,480-65.0% | $8,085-80.6% | $5,306-70.4% |