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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 | $17,971 | $71,230-74.8% | $93,727-80.8% | $80,959-77.8% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.7%-19.3pp |
| Annual return | 7.32% | 11.26%-3.9pp | 133.83%-126.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $433 | $1,565-72.3% | $2,421-82.1% | $2,757-84.3% |
| Participant deferral / active EE | $926 | $4,037-77.1% | $4,417-79.0% | $4,300-78.5% |
| Admin fee / account holder | $1,132 | $6,961-83.7% | $8,292-86.4% | $6,925-83.7% |